Outlook Wealth Advisors, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 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 37,789 shares of XLSR stock, worth $2.04 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
37,789
Previous 40,064
5.68%
Holding current value
$2.04 Million
Previous $2.08 Million
2.75%
% of portfolio
0.7%
Previous 0.72%
Shares
8 transactions
Others Institutions Holding XLSR
# of Institutions
96Shares Held
11.7MCall 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$82.6 Million0.28% of portfolio
-
Envestnet Asset Management Inc1.17MShares$63.5 Million0.02% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA446KShares$24.1 Million6.91% of portfolio
-
Park Avenue Securities LLC420KShares$22.7 Million0.23% of portfolio