Carson Allaria Wealth Management, Ltd. Ishares Tr U S Utils ETF Transaction History
Carson Allaria Wealth Management, Ltd.
- $155 Million
- Q1 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 87 shares of IDU stock, worth $7,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87
Previous 87
-0.0%
Holding current value
$7,669
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IDU
# of Institutions
229Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.5 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$47.2 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ454KShares$40 Million0.96% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$33.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$14.2 Million0.01% of portfolio