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 $32,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares

310

Holding current value

$32,336

% 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

285

Shares Held

7.44M

Call Options Held

Put Options Held

Fil LTD Hamilton, D0

1.09M
Shares

$114 Million
0.11% of portfolio
Hsbc Holdings PLC London, X0

635K
Shares

$66.2 Million
0.04% of portfolio
Destination Wealth Management

619K
Shares

$64.5 Million
2.0% of portfolio
Morgan Stanley New York, NY

524K
Shares

$54.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

499K
Shares

$52 Million
0.0% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

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