Outlook Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,985 shares of IGV stock, worth $265,456. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,985
Previous 597
400.0%
Holding current value
$265,456
Previous $242,000
4.96%
% of portfolio
0.09%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding IGV
# of Institutions
530Shares Held
58MCall Options Held
1.17MPut Options Held
2.68M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.2MShares$910 Million0.41% of portfolio
-
Morgan Stanley New York, NY6.81MShares$606 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.43MShares$483 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY3.63MShares$323 Million0.03% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.3.59MShares$319 Million4.9% of portfolio