Outlook Wealth Advisors, LLC Ishares Tr Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 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 12,058 shares of IAK stock, worth $1.61 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
12,058
Previous 11,679
3.25%
Holding current value
$1.61 Million
Previous $1.57 Million
2.93%
% of portfolio
0.49%
Previous 0.49%
Shares
2 transactions
Others Institutions Holding IAK
# of Institutions
174Shares Held
3.58MCall Options Held
400Put Options Held
400-
Morgan Stanley New York, NY303KShares$40.5 Million0.0% of portfolio
-
Miracle Mile Advisors, LLC244KShares$32.6 Million0.54% of portfolio
-
Mml Investors Services, LLC Springfield, MA236KShares$31.5 Million0.09% of portfolio
-
Spc Financial, Inc.156KShares$20.8 Million1.66% of portfolio
-
Wells Fargo & Company San Francisco, CA152KShares$20.3 Million0.0% of portfolio