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 |
|---|---|---|---|---|---|---|---|---|---|
| NASDAQ INC | COM | 651 | $297,739 | 4,719 | 0.00 | 0.00 | 1,036 | 28.13 | 03-31-2024 |
| IDEXX LABS INC | COM | 652 | $292,102 | 541 | 0.00 | 0.00 | 111 | 25.81 | 03-31-2024 |
| CIRRUS LOGIC INC | COM | 653 | $284,067 | 3,069 | 0.00 | 3,069 | +Inf | 03-31-2024 | |
| KEYSIGHT TECHNOLOGIES INC | COM | 654 | $283,517 | 1,813 | 0.00 | 0.00 | 439 | 31.95 | 03-31-2024 |
