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 $601,956. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,828
Previous 7,072
3.45%
Holding current value
$601,956
Previous $644,000
9.32%
% of portfolio
0.23%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
229Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.5 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$47.2 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ454KShares$40 Million0.96% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$33.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$14.2 Million0.01% of portfolio