Kingswood Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
 - Q3 2025
 
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,130 shares of IDU stock, worth $362,297. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,130Holding current value
$362,297% of portfolio
0.02%Shares
	  1 transactions
	
  Others Institutions Holding IDU
# of Institutions
310Shares Held
7.11MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC938KShares$109 Million0.01% of portfolio
 - 
    
      Morgan Stanley New York, NY676KShares$78.2 Million0.0% of portfolio
 - 
    
      Destination Wealth Management614KShares$71.1 Million1.95% of portfolio
 - 
    
      Pgim Custom Harvest LLC Newark, NJ460KShares$53.2 Million1.0% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC313KShares$36.2 Million0.01% of portfolio