Outlook Wealth Advisors, LLC Listed Fds Tr Trueshares Struc Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 9,655 shares of JANZ stock, worth $307,511. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,655
Previous 9,813
1.61%
Holding current value
$307,511
Previous $337,000
5.34%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding JANZ
# of Institutions
31Shares Held
1.01MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC336KShares$10.7 Million0.11% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA254KShares$8.1 Million7.13% of portfolio
-
Wealth Enhancement Advisory Services, LLC155KShares$4.95 Million0.01% of portfolio
-
True Mark Investments, LLC Chicago, IL71.9KShares$2.29 Million0.63% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA47.4KShares$1.51 Million1.43% of portfolio