Wealth Care Investment Partners, LLC Ishares Tr U S Utils ETF Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 7,668 shares of IDU stock, worth $761,662. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,668
Previous 3,598
113.12%
Holding current value
$761,662
Previous $367,000
100.82%
% of portfolio
0.34%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
299Shares Held
6.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$61.7 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$56.7 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$45.6 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$39.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$24.6 Million0.0% of portfolio