Centerpoint Advisory Group Wisdomtree Tr Transaction History

Centerpoint Advisory Group

$103 Billion
Q4 2024

A detailed history of Centerpoint Advisory Group transactions in Wisdomtree Tr stock. As of the latest transaction made, Centerpoint Advisory Group holds 10,114 shares of IHDG stock, worth $467,367. This represents 0.43% of its overall portfolio holdings.

Number of Shares

10,114

Holding current value

$467,367

% of portfolio

0.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$43.38 - $46.0 $438,745 - $465,244	10,114 New	10,114 $440 Million

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$313 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$269 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$155 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$77.7 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$69.6 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Centerpoint Advisory Group Wisdomtree Tr Transaction History