Grant Private Wealth Management Inc IDU Holdings History
Grant Private Wealth Management Inc's iShares U.S. Utilities ETF Holding Summary
As of 2025-06-30, Grant Private Wealth Management Inc held - shares of iShares U.S. Utilities ETF(IDU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Grant Private Wealth Management Inc now holds 0% of the outstanding iShares U.S. Utilities ETF(IDU) stock.
The initial trade took place in 2025Q1. And since then Grant Private Wealth Management Inc has made 1 purchases of IDU, at an average price of $99.87, for a total of 4,176.00 shares. In addition, there have been 1 sales at an average price of $102.39 for 4,176.00 shares. Based on historical transaction data and IDU's current price of $106.97, Grant Private Wealth Management Inc's estimated gain on his IDU holdings is $10,523.52, reflecting a 2.52% gain to date.
Grant Private Wealth Management Inc IDU ($106.97) Holding Chart
Grant Private Wealth Management Inc IDU ($106.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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