Outlook Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Outlook Wealth Advisors, LLC
- $322 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.26MShares$115 Million0.01% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC2.05MShares$104 Million0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC1.23MShares$62.4 Million0.02% of portfolio
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Lji Wealth Management, LLC Indianapolis, IN1.12MShares$56.9 Million9.87% of portfolio
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Ubs Group Ag1.1MShares$56.1 Million0.01% of portfolio