Outlook Wealth Advisors, LLC FMAR Holdings History
Outlook Wealth Advisors, LLC's FT Vest U.S. Equity Buffer ETF - March Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 363,078.00 shares of FT Vest U.S. Equity Buffer ETF - March(FMAR), totaling $15.32 Mil. This investment constitutes 4.26% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 1.95% of the outstanding FT Vest U.S. Equity Buffer ETF - March(FMAR) stock.
The initial trade took place in 2024Q1. And since then Outlook Wealth Advisors, LLC has made 4 purchases of FMAR, at an average price of $38.89, for a total of 367,726.00 shares. In addition, there have been 1 sales at an average price of $42.97 for 4,648.00 shares. Based on historical transaction data and FMAR's current price of $41.79, Outlook Wealth Advisors, LLC's estimated gain on his FMAR holdings is $1.07 Mil, reflecting a 7.49% gain to date.
Outlook Wealth Advisors, LLC FMAR ($41.79) Holding Chart
Outlook Wealth Advisors, LLC FMAR ($41.79) 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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