Laidlaw Wealth Management LLC Ishares Tr U S Utils ETF Transaction History
Laidlaw Wealth Management LLC
- $268 Million
- Q4 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 5,299 shares of IDU stock, worth $532,390. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,299
Previous 5,299
-0.0%
Holding current value
$532,390
Previous $540,000
5.74%
% of portfolio
0.19%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
296Shares Held
6.55MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$62.5 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$57.3 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$46.1 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$40.4 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$24.8 Million0.0% of portfolio