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 TR | ISHS 1-5YR INVS | 51 | $4,396,901 | 85,743 | 0.00 | 85,743 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 52 | $4,341,407 | 129,247 | 0.00 | 129,247 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 53 | $3,973,044 | 23,169 | 0.00 | 0.00 | -60 | -0.26 | 03-31-2024 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 54 | $3,938,875 | 68,325 | 0.00 | 0.00 | 8,332 | 13.89 | 03-31-2024 |
