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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFLI INTRMDIT | Liquidated | $0 | 0 | 0.00 | 14,232 | +Inf | 03-31-2024 | |
| EVERSOURCE ENERGY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 189 | 2.78 | 12-31-2023 |
| ALBEMARLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 58 | 2.49 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 554 | $403,677 | 2,317 | 0.00 | 0.00 | 301 | 14.93 | 03-31-2024 |
