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 | PREM INCM 30 BAR | 751 | $222,000 | 9,052 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLI S&P1500 | 752 | $216,955 | 3,382 | 0.00 | 0.00 | -17,626 | -83.90 | 03-31-2024 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 753 | $213,422 | 5,399 | 0.00 | 5,399 | +Inf | 03-31-2024 | |
| ASHLAND INC | COM | 754 | $213,232 | 2,190 | 0.00 | 2,190 | +Inf | 03-31-2024 |
