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iShares Dow Jones US Utilities shares owned by Lumature Wealth Partners

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Lumature Wealth Partners from 13F filings

Historical chart of Lumature Wealth Partners investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Utilities by Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $25k 310 81.75

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View all positions for Lumature Wealth Partners

Top funds holding iShares Dow Jones US Utilities

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Envestnet Asset Management
Gimbal Financial
Goldman Sachs Group
Advisor Group Holdings

View all funds holding iShares Dow Jones US Utilities