Evanson Asset Management, LLC Ishares Tr U S Utils ETF Transaction History
Evanson Asset Management, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Evanson Asset Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Evanson Asset Management, LLC holds 4,876 shares of IDU stock, worth $429,868. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,876
Previous 4,876
-0.0%
Holding current value
$429,868
Previous $389,000
5.91%
% of portfolio
0.03%
Previous 0.03%
Shares
14 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