High Net Worth Advisory Group LLC Ishares Tr U S Utils ETF Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
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 $720,256. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,400
Previous 6,400
-0.0%
Holding current value
$720,256
Previous $641,000
4.37%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
303Shares Held
6.98MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC938KShares$106 Million0.01% of portfolio
-
Morgan Stanley New York, NY676KShares$76 Million0.0% of portfolio
-
Destination Wealth Management614KShares$69.1 Million1.95% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ460KShares$51.7 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC313KShares$35.2 Million0.01% of portfolio