Soa Wealth Advisors, Llc. Ishares Tr U S Utils ETF Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 544 shares of IDU stock, worth $61,221. This represents 0.01% of its overall portfolio holdings.
Number of Shares
544
Previous 544
-0.0%
Holding current value
$61,221
Previous $54,000
3.7%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IDU
# of Institutions
305Shares Held
6.98MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC938KShares$106 Million0.01% of portfolio
-
Morgan Stanley New York, NY676KShares$76 Million0.0% of portfolio
-
Destination Wealth Management614KShares$69.1 Million1.95% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ460KShares$51.7 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC313KShares$35.2 Million0.01% of portfolio