Outlook Wealth Advisors, LLC's ownership history for SOXX

Outlook Wealth Advisors, LLC currently holds 828 shares with a market value of $272.1K. It started holding SOXX on 2024-09-30. At its peak, it held 1.2K shares on 2025-03-31. Its highest holding value was $320.7K on 2025-12-31. At its lowest, it held 828 shares on 2026-03-31, with a value of $200.4K on 2024-12-31. In the recent 180 days, Outlook Wealth Advisors, LLC has decreased its shares by 324. In the recent year, Outlook Wealth Advisors, LLC has decreased its shares by 324.