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 | MSCI USA MIN VOL | 601 | $346,222 | 4,142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WALMART INC | COM | 602 | $342,247 | 5,688 | 0.00 | 0.00 | 3,746 | 192.89 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 603 | $335,661 | 8,000 | 0.00 | 0.00 | 1,259 | 18.68 | 03-31-2024 |
| SKYLINE CHAMPION CORPORATION | COM | 604 | $334,259 | 3,932 | 0.00 | 0.00 | 821 | 26.39 | 03-31-2024 |
