Wealthpoint, LLC Ishares Tr U S Utils ETF Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
229Shares Held
4.42MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$59.7 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$48.9 Million0.0% of portfolio
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Pgim Custom Harvest LLC Newark, NJ454KShares$41.6 Million0.96% of portfolio
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Bank Of America Corp Charlotte, NC379KShares$34.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC161KShares$14.7 Million0.01% of portfolio