Summit Financial Consulting LLC IDU Holdings History
Summit Financial Consulting LLC's iShares U.S. Utilities ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 52,933.00 shares of iShares U.S. Utilities ETF(IDU), totaling $5.54 Mil. This investment constitutes 4.97% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.38% of the outstanding iShares U.S. Utilities ETF(IDU) stock.
The initial trade took place in 2025Q2. And since then Summit Financial Consulting LLC has made 1 purchases of IDU, at an average price of $102.39, for a total of 52,933.00 shares. Based on historical transaction data and IDU's current price of $107.73, Summit Financial Consulting LLC's estimated gain on his IDU holdings is $282,662.22, reflecting a 5.22% gain to date.
Summit Financial Consulting LLC IDU ($107.73) Holding Chart
Summit Financial Consulting LLC IDU ($107.73) 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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