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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,643 | 58.04 | 03-31-2024 |
| TE CONNECTIVITY LTD | SHS | 402 | $609,179 | 4,194 | 0.00 | 0.00 | -363 | -7.97 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | 403 | $602,611 | 14,942 | 0.00 | 0.00 | -797 | -5.06 | 03-31-2024 |
| SPDR SER TR | SSGA US LRG ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -11,249 | -73.14 | 03-31-2024 |
