Outlook Wealth Advisors, LLC's ownership history for XP

Outlook Wealth Advisors, LLC currently holds 18.9K shares with a market value of $360.0K. It started holding XP on 2024-09-30. At its peak, it held 24.3K shares on 2025-03-31. Its highest holding value was $478.8K on 2025-06-30. At its lowest, it held 16.2K shares on 2024-09-30, with a value of $281.8K on 2024-12-31. In the recent 180 days, Outlook Wealth Advisors, LLC has decreased its shares by 233. In the recent year, Outlook Wealth Advisors, LLC has decreased its shares by 5.4K.