Summit Financial Consulting LLC Ishares Tr U S Utils ETF Transaction History
Summit Financial Consulting LLC
- $125 Billion
- Q3 2025
A detailed history of Summit Financial Consulting LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Summit Financial Consulting LLC holds 59,033 shares of IDU stock, worth $6.59 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
59,033
Previous 52,933
11.52%
Holding current value
$6.59 Million
Previous $5.54 Billion
18.27%
% of portfolio
5.23%
Previous 4.97%
Shares
2 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