Sanford Advisory Services, LLC Ishares Tr U S Utils ETF Transaction History
Sanford Advisory Services, LLC
- $420 Million
- Q4 2022
A detailed history of Sanford Advisory Services, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 6,228 shares of IDU stock, worth $549,060. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,228
Previous 6,097
2.15%
Holding current value
$549,060
Previous $495,000
8.69%
% of portfolio
0.13%
Previous 0.14%
Shares
9 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