Forvis Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 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 8,552 shares of IDU stock, worth $857,851. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,552
Previous 8,892
3.82%
Holding current value
$857,851
Previous $907,000
9.37%
% of portfolio
0.02%
Previous 0.02%
Shares
26 transactions
Others Institutions Holding IDU
# of Institutions
299Shares Held
6.72MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.4 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.2 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$40.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$24.8 Million0.0% of portfolio