Laidlaw Wealth Management LLC Ishares Tr U S Utils ETF Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 5,299 shares of IDU stock, worth $513,526. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,299
Previous 5,467 3.07%
Holding current value
$513,526
Previous $480,000 12.5%
% of portfolio
0.29%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$87.2 - $102.21 $14,649 - $17,171
-168 Reduced 3.07%
5,299 $540,000
Q1 2024

May 15, 2024
SELL
$76.16 - $84.52 $220,483 - $244,685
-2,895 Reduced 34.62%
5,467 $462,000
Q4 2023

Feb 12, 2024
BUY
$70.39 - $82.51 $588,601 - $689,948
8,362 New
8,362 $668,000

Others Institutions Holding IDU

# of Institutions
283
Shares Held
7.81M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

IDU Quotes by TradingView
  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email