Outlook Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 6,188 shares of IAI stock, worth $1.05 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
6,188Holding current value
$1.05 Million% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
196Shares Held
6.29MCall Options Held
25.7KPut Options Held
127K-
Raymond James & Associates St Petersburg, FL880KShares$150 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa684KShares$116 Million0.05% of portfolio
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Harel Insurance Investments & Financial Services Ltd.640KShares$109 Million1.02% of portfolio
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Morgan Stanley New York, NY462KShares$78.6 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC374KShares$63.7 Million0.02% of portfolio