Outlook Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Outlook Wealth Advisors, LLC
- $322 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding IDU
# of Institutions
303Shares Held
6.98MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC938KShares$104 Million0.01% of portfolio
-
Morgan Stanley New York, NY676KShares$74.9 Million0.0% of portfolio
-
Destination Wealth Management614KShares$68.1 Million1.95% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ460KShares$51 Million1.0% of portfolio
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Lpl Financial LLC Fort Mill, SC313KShares$34.7 Million0.01% of portfolio