Wealth Care Investment Partners, LLC Ishares Tr U S Utils ETF Transaction History
Wealth Care Investment Partners, LLC
- $289 Million
- Q3 2025
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 15,017 shares of IDU stock, worth $1.68 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
15,017
Previous 15,366
2.27%
Holding current value
$1.68 Million
Previous $1.61 Million
3.67%
% of portfolio
0.58%
Previous 0.62%
Shares
5 transactions
Others Institutions Holding IDU
# of Institutions
314Shares Held
8.27MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC990KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$77.7 Million0.0% of portfolio
-
Destination Wealth Management611KShares$68.2 Million1.93% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$51.2 Million0.78% of portfolio
-
Steward Partners Investment Advisory, LLC381KShares$42.6 Million0.25% of portfolio