Outlook Wealth Advisors, LLC
CIK
0001767151
City
SHENANDOAH
State / Country
TX
Holdings in ETV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,720,299 | 119,798 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,766,615 | 123,973 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $1,895,085 | 136,632 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,837,828 | 139,124 | Shares | Sole | 2025-04-14 |
| 2024-12-31 | $1,513,208 | 105,011 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $1,511,031 | 109,495 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $1,526,446 | 111,664 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $551,438 | 42,648 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $521,571 | 42,301 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $537,991 | 44,945 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $574,397 | 44,945 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $567,655 | 44,945 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $574,409 | 46,776 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $1,095,552 | 83,312 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $1,118,628 | 82,800 | Shares | Sole | 2022-07-28 |
| 2022-03-31 | $1,809,498 | 115,845 | Shares | Sole | 2022-07-28 |
| 2021-12-31 | $1,883,300 | 112,503 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $1,907,079 | 119,267 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $1,717,930 | 105,524 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $1,491,609 | 96,295 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,663,648 | 108,381 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $1,180,916 | 85,388 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $1,260,647 | 89,281 | Shares | Sole | 2020-07-17 |