Family Firm, Inc. Ishares Tr U S Utils ETF Transaction History
Family Firm, Inc.
- $413 Million
- Q1 2024
A detailed history of Family Firm, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Family Firm, Inc. holds 23,847 shares of IDU stock, worth $2.1 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
23,847
Previous 23,999
0.63%
Holding current value
$2.1 Million
Previous $1.92 Million
5.06%
% of portfolio
0.49%
Previous 0.48%
Shares
28 transactions
Others Institutions Holding IDU
# of Institutions
228Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.3 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$47 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ454KShares$39.9 Million0.96% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$33.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$14.2 Million0.01% of portfolio