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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | 501 | $483,458 | 12,308 | 0.00 | 0.00 | 2,336 | 23.43 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 502 | $481,974 | 3,726 | 0.00 | 0.00 | -227 | -5.74 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | 503 | $480,589 | 12,364 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | GLB CNS DISC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -349 | -10.43 | 03-31-2024 |
