High Net Worth Advisory Group LLC Ishares Tr U S Utils ETF Transaction History
High Net Worth Advisory Group LLC
- $340 Million
- Q1 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 6,400 shares of IDU stock, worth $641,472. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,400
Previous 6,400
-0.0%
Holding current value
$641,472
Previous $615,000
4.23%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
298Shares Held
6.47MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.3 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.2 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$40.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$24.8 Million0.0% of portfolio