Independent Solutions Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History
Independent Solutions Wealth Management, LLC
- $447 Billion
- Q1 2025
A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 2,389 shares of IDU stock, worth $240,237. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,389
Previous 2,384
0.21%
Holding current value
$240,237
Previous $229 Million
5.64%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
291Shares Held
6.5MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.5 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.4 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46.1 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$40.4 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$24.9 Million0.0% of portfolio