Outlook Wealth Advisors, LLC Ishares Tr Call Options Transaction History
Outlook Wealth Advisors, LLC
- $322 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ITA
# of Institutions
835Shares Held
20MCall Options Held
1.04MPut Options Held
416K-
Bank Of America Corp Charlotte, NC3MShares$629 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.84MShares$385 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$313 Million0.1% of portfolio
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Wells Fargo & Company San Francisco, CA893KShares$187 Million0.04% of portfolio
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Ameriprise Financial Inc Minneapolis, MN778KShares$163 Million0.04% of portfolio