Atlantic Edge Private Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024

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 1,525 shares of IDU stock, worth $152,911. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,675 8.96%
Holding current value
$152,911
Previous $171 Million 14.14%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$94.65 - $105.73 $14,197 - $15,859
-150 Reduced 8.96%
1,525 $147 Million
Q3 2024

Nov 06, 2024
SELL
$87.2 - $102.21 $3,924 - $4,599
-45 Reduced 2.62%
1,675 $171 Million
Q1 2024

May 08, 2024
SELL
$76.16 - $84.52 $1,904 - $2,113
-25 Reduced 1.43%
1,720 $145 Million
Q4 2023

Feb 08, 2024
BUY
$70.39 - $82.51 $122,830 - $143,979
1,745 New
1,745 $139 Million

Others Institutions Holding IDU

# of Institutions
297
Shares Held
6.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

IDU Quotes by TradingView
  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email