Outlook Wealth Advisors, LLC's ownership history for IVV

Outlook Wealth Advisors, LLC currently holds 32.1K shares with a market value of $21.5M. It started holding IVV on 2024-09-30. At its peak, it held 33.1K shares on 2025-06-30. Its highest holding value was $21.5M on 2025-09-30. At its lowest, it held 29.7K shares on 2024-12-31, with a value of $17.4M on 2024-09-30. In the recent 180 days, Outlook Wealth Advisors, LLC has decreased its shares by 179. In the recent year, Outlook Wealth Advisors, LLC has increased its shares by 2.0K.