Outlook Wealth Advisors, LLC's ownership history for IVV

Outlook Wealth Advisors, LLC currently holds 28.0K shares with a market value of $18.3M. 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 $22.5M on 2025-12-31. At its lowest, it held 28.0K shares on 2026-03-31, with a value of $17.4M on 2024-09-30. In the recent 180 days, Outlook Wealth Advisors, LLC has decreased its shares by 4.1K. In the recent year, Outlook Wealth Advisors, LLC has decreased its shares by 4.3K.