Wealthspire Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Wealthspire Advisors, LLC
- $7.49 Billion
- Q1 2024
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,123 shares of IDU stock, worth $275,323. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,123
Previous 2,718
14.9%
Holding current value
$275,323
Previous $217,000
21.2%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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