Outlook Wealth Advisors, LLC PDEC Holdings History
Outlook Wealth Advisors, LLC's Innovator U.S. Equity Power Buffer ETF - December Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 110,814.00 shares of Innovator U.S. Equity Power Buffer ETF - December(PDEC), totaling $4.17 Mil. This investment constitutes 1.16% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0.42% of the outstanding Innovator U.S. Equity Power Buffer ETF - December(PDEC) stock.
The initial trade took place in 2023Q1. And since then Outlook Wealth Advisors, LLC has made 5 purchases of PDEC, at an average price of $34.84, for a total of 112,998.00 shares. In addition, there have been 4 sales at an average price of $34.69 for 2,184.00 shares. Based on historical transaction data and PDEC's current price of $40.36, Outlook Wealth Advisors, LLC's estimated gain on his PDEC holdings is $611,168.78, reflecting a 15.52% gain to date.
Outlook Wealth Advisors, LLC PDEC ($40.36) Holding Chart
Outlook Wealth Advisors, LLC PDEC ($40.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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