United Advisor Group, LLC Wisdomtree Tr Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 58,908 shares of IHDG stock, worth $2.58 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
58,908
Previous 48,316 21.92%
Holding current value
$2.58 Million
Previous $2.2 Million 22.25%
% of portfolio
0.64%
Previous 0.72%

Shares

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

Oct 30, 2024
BUY
$42.42 - $46.78 $449,312 - $495,493
10,592 Added 21.92%
58,908 $2.69 Million
Q2 2024

Aug 08, 2024
BUY
$43.96 - $46.57 $286,663 - $303,682
6,521 Added 15.6%
48,316 $2.2 Million
Q1 2024

May 14, 2024
BUY
$41.39 - $45.98 $1.73 Million - $1.92 Million
41,795 New
41,795 $1.92 Million

Others Institutions Holding IHDG

# of Institutions
253
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email