Outlook Wealth Advisors, LLC PIMCO ETF TR Transaction History

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025
Number of Shares
3,295
Previous 6,702 50.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
N/A
-3,407 Reduced 50.84%
3,295 $0
Q4 2024

Jan 14, 2025
BUY
N/A
86 Added 1.3%
6,702 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-26,052 Reduced 79.75%
6,616 $0
Q2 2024

Jul 18, 2024
BUY
N/A
10,462 Added 47.11%
32,668 $0
Q1 2024

Apr 22, 2024
BUY
N/A
11,032 Added 98.73%
22,206 $0
Q4 2023

Jan 29, 2024
BUY
N/A
11,174 New
11,174 $0
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email