Outlook Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
340MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.54 Billion1.37% of portfolio
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Lpl Financial LLC Fort Mill, SC15.1MShares$974 Million0.36% of portfolio
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Us Bancorp \De\13.6MShares$881 Million1.1% of portfolio
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Jpmorgan Chase & CO New York, NY12.3MShares$795 Million0.06% of portfolio
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Jones Financial Companies Lllp9.82MShares$635 Million0.52% of portfolio