Lumature Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$25.3K	Buy	+310	New	+$25.8K	0.02%	264

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lumature Wealth Partners's IDU Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in iShares US Utilities ETF (IDU) in Q2 2023: 310 shares worth $25.3K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

215 funds tracked by Wall St. Rank hold IDU as of Q2 2023.

Lumature Wealth Partners held 310 shares of iShares US Utilities ETF worth $25.3K as of Q2 2023.
iShares US Utilities ETF was a new Lumature Wealth Partners position in Q2 2023.
iShares US Utilities ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #264 holding.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.