Lifestyle Asset Management, Inc. Wisdomtree Tr Transaction History
Lifestyle Asset Management, Inc.
- $182 Billion
- Q1 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 54,062 shares of IHDG stock, worth $2.4 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
54,062
Previous 14,725
267.14%
Holding current value
$2.4 Million
Previous $640 Million
266.55%
% of portfolio
1.29%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
284Shares Held
52.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.65MShares$296 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.98MShares$266 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$159 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.75MShares$77.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.71MShares$76.1 Million0.03% of portfolio