Outlook Wealth Advisors, LLC Ishares Tr Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 75,918 shares of EMB stock, worth $7.29 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
75,918
Previous 6,719
1029.9%
Holding current value
$7.29 Million
Previous $622,000
1061.74%
% of portfolio
2.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding EMB
# of Institutions
1,027Shares Held
139MCall Options Held
4.25MPut Options Held
9.47M-
Wells Fargo & Company San Francisco, CA18.7MShares$1.79 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$1.09 Billion0.07% of portfolio
-
Betterment LLC New York, NY6.72MShares$645 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC5.49MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc4.57MShares$438 Million0.13% of portfolio