High Net Worth Advisory Group LLC Ishares Tr U S Utils ETF Transaction History
High Net Worth Advisory Group LLC
- $315 Million
- Q1 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 6,400 shares of IDU stock, worth $564,224. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,400
Previous 6,400
-0.0%
Holding current value
$564,224
Previous $511,000
5.68%
% of portfolio
0.17%
Previous 0.19%
Shares
3 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