Epg Wealth Management LLC Ishares Tr U S Utils ETF Transaction History
Epg Wealth Management LLC
- $401 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
229Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.6 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$47.2 Million0.0% of portfolio
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Pgim Custom Harvest LLC Newark, NJ454KShares$40.1 Million0.96% of portfolio
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Bank Of America Corp Charlotte, NC379KShares$33.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC161KShares$14.2 Million0.01% of portfolio