Bellwether Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Bellwether Advisors, LLC
- $438 Million
- Q1 2024
A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Bellwether Advisors, LLC holds 35,095 shares of IDU stock, worth $3.08 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
35,095
Previous 60,422
41.92%
Holding current value
$3.08 Million
Previous $4.83 Million
38.58%
% of portfolio
0.68%
Previous 1.23%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
228Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.3 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$47 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ454KShares$39.9 Million0.96% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$33.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$14.2 Million0.01% of portfolio