Atlantic Edge Private Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History
Atlantic Edge Private Wealth Management, LLC
- $389 Billion
- Q3 2025
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,475 shares of IDU stock, worth $164,757. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,475
Previous 1,475
-0.0%
Holding current value
$164,757
Previous $154 Million
6.05%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IDU
# of Institutions
314Shares Held
8.04MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC990KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$77.7 Million0.0% of portfolio
-
Destination Wealth Management611KShares$68.2 Million1.93% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$51.2 Million0.78% of portfolio
-
Steward Partners Investment Advisory, LLC381KShares$42.6 Million0.25% of portfolio