A detailed history of Outlook Wealth Advisors, LLC transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 35,265 shares of FISR stock, worth $902,784. This represents 0.33% of its overall portfolio holdings.

Number of Shares
35,265
Previous 12,642 178.95%
Holding current value
$902,784
Previous $321,000 191.9%
% of portfolio
0.33%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$25.19 - $26.77 $569,873 - $605,617
22,623 Added 178.95%
35,265 $937,000
Q2 2024

Jul 18, 2024

SELL
$24.84 - $25.72 $63,764 - $66,023
-2,567 Reduced 16.88%
12,642 $321,000
Q1 2024

Apr 22, 2024

BUY
$25.29 - $26.01 $384,635 - $395,586
15,209 New
15,209 $389,000
Q1 2023

Apr 18, 2023

BUY
$25.35 - $26.69 $497,037 - $523,310
19,607 New
19,607 $516,000

Others Institutions Holding FISR

About SSGA ACTIVE TR SPDR SSGA FIXED


  • Ticker FISR
  • Sector ETFs
  • Industry ETFs
More about FISR
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.