Soa Wealth Advisors, Llc. Ishares Tr U S Utils ETF Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 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 $60,764. This represents 0.01% of its overall portfolio holdings.
Number of Shares
544
Previous 544
-0.0%
Holding current value
$60,764
Previous $56,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IDU
# of Institutions
314Shares Held
8.04MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC990KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$77.7 Million0.0% of portfolio
-
Destination Wealth Management611KShares$68.2 Million1.93% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$51.2 Million0.78% of portfolio
-
Steward Partners Investment Advisory, LLC381KShares$42.6 Million0.25% of portfolio