Lumature Wealth Partners, LLC Ishares Tr U S Utils ETF Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 310 shares of IDU stock, worth $34,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares

310

Holding current value

$34,627

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$79.78 - $86.19 $24,731 - $26,718	310 New	310 $25,000

Others Institutions Holding IDU

# of Institutions

314

Shares Held

8.04M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

990K
Shares

$111 Million
0.01% of portfolio
Morgan Stanley New York, NY

696K
Shares

$77.7 Million
0.0% of portfolio
Destination Wealth Management

611K
Shares

$68.2 Million
1.93% of portfolio
Pgim Custom Harvest LLC Newark, NJ

459K
Shares

$51.2 Million
0.78% of portfolio
Steward Partners Investment Advisory, LLC

381K
Shares

$42.6 Million
0.25% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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Lumature Wealth Partners, LLC Ishares Tr U S Utils ETF Transaction History