Discipline Wealth Solutions, LLC Ishares Tr U S Utils ETF Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,362 shares of IDU stock, worth $237,522. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,362Holding current value
$237,522% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IDU
# of Institutions
291Shares Held
6.5MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.5 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.4 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46.1 Million0.87% of portfolio
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Bank Of America Corp Charlotte, NC402KShares$40.4 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6247KShares$24.9 Million0.0% of portfolio