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Atria Wealth Solutions’s iShares US Utilities ETF IDU Stock Holding History

Atria Wealth Solutions’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$572K Sell
5,466
-1,430
-21% -$146K 0.01% 856
2025
Q1 		$699K Sell
6,896
-4,534
-40% -$453K 0.01% 1034
2024
Q4 		$1.1M Sell
11,430
-2,458
-18% -$248K 0.01% 892
2024
Q3 		$1.42M Buy
13,888
+1,221
+10% +$116K 0.02% 784
2024
Q2 		$1.11M Sell
12,667
-5,342
-30% -$469K 0.01% 848
2024
Q1 		$1.52M Sell
18,009
-1,289
-7% -$103K 0.02% 725
2023
Q4 		$1.54M Sell
19,298
-1,491
-7% -$114K 0.02% 695
2023
Q3 		$1.54M Sell
20,789
-1,554
-7% -$125K 0.02% 644
2023
Q2 		$1.83M Buy
22,343
+766
+4% +$63.8K 0.02% 595
2023
Q1 		$1.81M Buy
21,577
+804
+4% +$67.1K 0.03% 576
2022
Q4 		$1.8M Buy
20,773
+1,345
+7% +$113K 0.03% 553
2022
Q3 		$1.58M Buy
19,428
+526
+3% +$47.3K 0.03% 564
2022
Q2 		$1.62M Buy
18,902
+6,359
+51% +$562K 0.03% 510
2022
Q1 		$1.14M Buy
+12,543
New +$1.07M 0.02% 674

Other funds holding IDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return