Outlook Wealth Advisors, LLC Ishares Tr Edge High Yield Def Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 287,863 shares of HYDB stock, worth $13.1 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
287,863
Previous 238,012
20.94%
Holding current value
$13.1 Million
Previous $11.2 Million
21.0%
% of portfolio
4.55%
Previous 3.87%
Shares
24 transactions
Others Institutions Holding HYDB
# of Institutions
243Shares Held
21.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.68MShares$122 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$64.6 Million0.03% of portfolio
-
State Of New Jersey Common Pension Fund D1.21MShares$55.4 Million0.24% of portfolio
-
Wealthspire Advisors, LLC New York, NY1.19MShares$54.3 Million0.56% of portfolio
-
Column Capital Advisors, LLC691KShares$31.6 Million1.58% of portfolio