Outlook Wealth Advisors, LLC PFEB Holdings History
Outlook Wealth Advisors, LLC's Innovator U.S. Equity Power Buffer ETF - February Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 52,732.00 shares of Innovator U.S. Equity Power Buffer ETF - February(PFEB), totaling $1.89 Mil. This investment constitutes 0.53% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0.22% of the outstanding Innovator U.S. Equity Power Buffer ETF - February(PFEB) stock.
The initial trade took place in 2024Q4. And since then Outlook Wealth Advisors, LLC has made 2 purchases of PFEB, at an average price of $36.68, for a total of 52,732.00 shares. Based on historical transaction data and PFEB's current price of $38.33, Outlook Wealth Advisors, LLC's estimated gain on his PFEB holdings is $86,818.10, reflecting a 4.49% gain to date.
Outlook Wealth Advisors, LLC PFEB ($38.33) Holding Chart
Outlook Wealth Advisors, LLC PFEB ($38.33) 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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