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 1,675 shares of IDU stock, worth $171,369. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,675
Previous 1,720 2.62%
Holding current value
$171,369
Previous $151 Million 13.05%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR U S UTILS ETF


  • 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.