Forvis Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.91 Billion
- Q1 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,452 shares of IDU stock, worth $745,128. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,452
Previous 8,552
1.17%
Holding current value
$745,128
Previous $683,000
4.54%
% of portfolio
0.02%
Previous 0.02%
Shares
23 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