Outlook Wealth Advisors, LLC Ishares Tr Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 18,770 shares of IDV stock, worth $583,934. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,770Holding current value
$583,934% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
505Shares Held
78.6MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$330 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$205 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$168 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$120 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$84.2 Million0.01% of portfolio