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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX-MANAGED BUY- | COM | 451 | $551,444 | 42,648 | 0.00 | 0.00 | 347 | 0.82 | 03-31-2024 |
| ISHARES U S ETF TR | INT RT HDG C B | 452 | $551,168 | 5,861 | 0.00 | 0.00 | 1,402 | 31.44 | 03-31-2024 |
| INNOVATOR ETFS TRUST | PREM INC 20 BARR | 453 | $539,634 | 22,336 | 0.00 | 0.00 | 489 | 2.24 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 454 | $539,386 | 2,622 | 0.00 | 0.00 | -76 | -2.82 | 03-31-2024 |
