York Bridge Wealth Partners, LLC Ishares Tr U S Utils ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
262Shares Held
6.76MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.43MShares$145 Million0.13% of portfolio
-
Destination Wealth Management643KShares$65.2 Million1.89% of portfolio
-
Morgan Stanley New York, NY568KShares$57.6 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ447KShares$45.4 Million0.89% of portfolio
-
Bank Of America Corp Charlotte, NC389KShares$39.5 Million0.0% of portfolio