A detailed history of Bright Futures Wealth Management, Llc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 20,435 shares of IHDG stock, worth $888,513. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,435
Previous 22,134 7.68%
Holding current value
$888,513
Previous $1.01 Million 7.53%
% of portfolio
0.47%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$42.42 - $46.78 $72,071 - $79,479
-1,699 Reduced 7.68%
20,435 $933,000
Q2 2024

Aug 07, 2024

BUY
$43.96 - $46.57 $70,336 - $74,512
1,600 Added 7.79%
22,134 $1.01 Million
Q1 2024

Jun 28, 2024

BUY
$41.39 - $45.98 $849,902 - $944,153
20,534 New
20,534 $940 Million

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.