Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$970,270.98
% of Total Estimate Gain
12.22%

Moloney Securities Asset Management, LLC's iShares U.S. Utilities ETF Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held - shares of iShares U.S. Utilities ETF(IDU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0% of the outstanding iShares U.S. Utilities ETF(IDU) stock.

The initial trade took place in 2019Q4. And since then Moloney Securities Asset Management, LLC has made 6 purchases of IDU, at an average price of $87.28, for a total of 90,954.00 shares. In addition, there have been 5 sales at an average price of $97.94 for 90,954.00 shares. Based on historical transaction data and IDU's current price of $107.14, Moloney Securities Asset Management, LLC's estimated gain on his IDU holdings is $970,270.98, reflecting a 12.22% gain to date.

Moloney Securities Asset Management, LLC IDU ($107.14) Holding Chart

Moloney Securities Asset Management, LLC IDU ($107.14) 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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