Balboa Wealth Partners Ishares Tr U S Utils ETF Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 30,427 shares of IDU stock, worth $3.02 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
30,427
Previous 30,461
0.11%
Holding current value
$3.02 Million
Previous $2.68 Million
15.99%
% of portfolio
0.8%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
273Shares Held
7.18MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.43MShares$142 Million0.13% of portfolio
-
Destination Wealth Management643KShares$63.8 Million1.89% of portfolio
-
Morgan Stanley New York, NY568KShares$56.3 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ447KShares$44.4 Million0.89% of portfolio
-
Bank Of America Corp Charlotte, NC389KShares$38.6 Million0.0% of portfolio