Outlook Wealth Advisors, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 40,064 shares of XLSR stock, worth $2.16 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
40,064
Previous 39,048
2.6%
Holding current value
$2.16 Million
Previous $1.99 Million
4.48%
% of portfolio
0.72%
Previous 0.72%
Shares
7 transactions
Others Institutions Holding XLSR
# of Institutions
96Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.04MShares$218 Million0.1% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.53MShares$82.3 Million0.28% of portfolio
-
Envestnet Asset Management Inc1.17MShares$63.2 Million0.02% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA446KShares$24 Million6.91% of portfolio
-
Park Avenue Securities LLC409KShares$22 Million0.24% of portfolio