Adamsbrown Wealth Consultants LLC Wisdomtree Tr Transaction History
Adamsbrown Wealth Consultants LLC
- $292 Million
- Q4 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 372,065 shares of IHDG stock, worth $17.7 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
372,065
Previous 353,162
5.35%
Holding current value
$17.7 Million
Previous $16.1 Million
0.21%
% of portfolio
5.54%
Previous 5.61%
Shares
8 transactions
Others Institutions Holding IHDG
# of Institutions
275Shares Held
50.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$322 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$277 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$160 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$79.9 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$71.6 Million0.02% of portfolio