Outlook Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 930 shares of SOXX stock, worth $205,148. This represents 0.07% of its overall portfolio holdings.

Number of Shares
930
Previous 1,150 19.13%
Holding current value
$205,148
Previous $265,000 24.53%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$211.27 - $239.8 $46,479 - $52,756
-220 Reduced 19.13%
930 $200,000
Q2 2024

Jul 18, 2024
BUY
$198.39 - $259.28 $4,959 - $6,481
25 Added 2.22%
1,150 $283,000
Q1 2024

Apr 22, 2024
BUY
$216.76 - $689.6 $243,855 - $775,800
1,125 New
1,125 $254,000

Others Institutions Holding SOXX

# of Institutions
817
Shares Held
37.8M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email