Second Half Financial Partners, LLC Ishares Tr U S Utils ETF Transaction History
Second Half Financial Partners, LLC
- $129 Million
- Q4 2024
A detailed history of Second Half Financial Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 73,280 shares of IDU stock, worth $7.37 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
73,280
Previous 62,711
16.85%
Holding current value
$7.37 Million
Previous $6.4 Million
10.21%
% of portfolio
5.48%
Previous 3.91%
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
300Shares Held
6.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.5 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.4 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46.1 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$40.4 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$24.9 Million0.0% of portfolio