Calton & Associates, Inc. Ishares Tr U S Utils ETF Transaction History
Calton & Associates, Inc.
- $204 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding IDU
# of Institutions
228Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.1 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$46.8 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ454KShares$39.8 Million0.96% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$33.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$14.1 Million0.01% of portfolio