Outlook Wealth Advisors, LLC Ishares Cmbs ETF Transaction History

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 28, 2022
SELL
$46.98 - $49.67 $13,295 - $14,056
-283 Reduced 6.1%
4,358 $209,000
Q1 2022

Jul 28, 2022
BUY
$49.41 - $52.81 $229,311 - $245,091
4,641 New
4,641 $231,000
Q1 2022

May 13, 2022
SELL
$49.41 - $52.81 $229,608 - $245,408
-4,647 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$52.98 - $54.14 $13,721 - $14,022
-259 Reduced 5.28%
4,647 $246,000
Q3 2021

Oct 22, 2021
SELL
$53.98 - $54.94 $26,720 - $27,195
-495 Reduced 9.16%
4,906 $265,000
Q2 2021

Jul 21, 2021
SELL
$53.73 - $54.55 $63,079 - $64,041
-1,174 Reduced 17.86%
5,401 $294,000
Q1 2021

May 04, 2021
BUY
$53.86 - $55.45 $3,662 - $3,770
68 Added 1.05%
6,575 $354,000
Q4 2020

Feb 04, 2021
SELL
$54.62 - $55.59 $3,495 - $3,557
-64 Reduced 0.97%
6,507 $360,000
Q3 2020

Nov 10, 2020
SELL
$54.55 - $55.59 $17,892 - $18,233
-328 Reduced 4.75%
6,571 $365,000
Q2 2020

Jul 17, 2020
SELL
$52.13 - $54.92 $11,051 - $11,643
-212 Reduced 2.98%
6,899 $379,000
Q1 2020

Apr 16, 2020
BUY
$50.36 - $55.89 $358,109 - $397,433
7,111 New
7,111 $382,000

Others Institutions Holding CMBS

# of Institutions
91
Shares Held
6.32M
Call Options Held
0
Put Options Held
5.7K
View Full List

About ISHARES CMBS ETF

CMBS Quotes by TradingView
  • Ticker CMBS
  • Sector ETFs
  • Industry ETFs
More about CMBS
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email