Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OUTLOOK WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 258 | 323,772,561 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI EMRG CHN | Liquidated | $0 | 0 | 0.00 | 0.00 | -573 | -2.96 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 252 | $920,193 | 12,002 | 0.00 | 0.00 | 4,492 | 59.81 | 03-31-2024 |
| PULTE GROUP INC | COM | 253 | $908,058 | 7,528 | 0.00 | 0.00 | -727 | -8.81 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 254 | $891,401 | 20,711 | 0.00 | 0.00 | -5,885 | -22.13 | 03-31-2024 |
