Soa Wealth Advisors, Llc. Ishares Tr U S Utils ETF Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 544 shares of IDU stock, worth $55,906. This represents 0.01% of its overall portfolio holdings.
Number of Shares
544
Previous 544
-0.0%
Holding current value
$55,906
Previous $52,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IDU
# of Institutions
297Shares Held
6.79MCall Options Held
0Put Options Held
0-
Destination Wealth Management622KShares$63.9 Million1.89% of portfolio
-
Morgan Stanley New York, NY571KShares$58.6 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$47.1 Million0.87% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$41.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6247KShares$25.4 Million0.0% of portfolio