Pinnacle Private Wealth, LLC Ishares Tr U S Utils ETF Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 6,828 shares of IDU stock, worth $701,713. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,828
Previous 7,072
3.45%
Holding current value
$701,713
Previous $644,000
9.32%
% of portfolio
0.23%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
297Shares Held
6.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$63.9 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$58.6 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$47.1 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$41.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$25.4 Million0.0% of portfolio