U.S. Capital Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.41 Billion
- Q1 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,639 shares of IDU stock, worth $232,654. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,639
Previous 2,639
-0.0%
Holding current value
$232,654
Previous $210,000
6.19%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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