Geo Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding IDU
# of Institutions
304Shares Held
7.05MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC938KShares$102 Million0.01% of portfolio
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Morgan Stanley New York, NY676KShares$73.5 Million0.0% of portfolio
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Destination Wealth Management614KShares$66.8 Million1.95% of portfolio
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Pgim Custom Harvest LLC Newark, NJ460KShares$50 Million1.0% of portfolio
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Lpl Financial LLC Fort Mill, SC313KShares$34.1 Million0.01% of portfolio