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 |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | Liquidated | $0 | 0 | 0.00 | 26,357 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | 651 | 3.25 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 353 | $682,122 | 11,086 | 0.00 | 0.00 | -16,176 | -59.34 | 03-31-2024 |
| SYSCO CORP | COM | 354 | $670,257 | 8,256 | 0.00 | 0.00 | -285 | -3.34 | 03-31-2024 |
