Balboa Wealth Partners Ishares Tr U S Utils ETF Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 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 30,461 shares of IDU stock, worth $3.04 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
30,461Holding current value
$3.04 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding IDU
# of Institutions
262Shares Held
6.76MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.43MShares$143 Million0.13% of portfolio
-
Destination Wealth Management643KShares$64.3 Million1.89% of portfolio
-
Morgan Stanley New York, NY568KShares$56.8 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ447KShares$44.7 Million0.89% of portfolio
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Bank Of America Corp Charlotte, NC389KShares$38.9 Million0.0% of portfolio