Outlook Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 204,238 shares of HYDB stock, worth $9.42 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
204,238
Previous 139,322
46.59%
Holding current value
$9.42 Million
Previous $6.44 Million
48.24%
% of portfolio
3.35%
Previous 2.7%
Shares
20 transactions
Others Institutions Holding HYDB
# of Institutions
131Shares Held
7.32MCall Options Held
0Put Options Held
0-
Column Capital Advisors, LLC691KShares$31.9 Million1.58% of portfolio
-
Captrust Financial Advisors Raleigh, NC608KShares$28.1 Million0.09% of portfolio
-
Envestnet Asset Management Inc517KShares$23.9 Million0.01% of portfolio
-
State Of New Jersey Common Pension Fund D500KShares$23.1 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC345KShares$15.9 Million0.01% of portfolio