A detailed history of Atria Investments LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Atria Investments LLC holds 29,189 shares of IHDG stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,189
Previous 27,941 4.47%
Holding current value
$1.34 Million
Previous $1.17 Million 14.24%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 21, 2024

BUY
$41.39 - $45.98 $51,654 - $57,383
1,248 Added 4.47%
29,189 $1.34 Million
Q4 2023

Feb 14, 2024

BUY
$37.18 - $42.02 $52,200 - $58,996
1,404 Added 5.29%
27,941 $1.17 Million
Q3 2023

Nov 07, 2023

BUY
$38.54 - $40.44 $1.02 Million - $1.07 Million
26,537 New
26,537 $1.03 Million
Q2 2019

Aug 09, 2019

BUY
N/A
13,055 New
13,055 $0
Q2 2018

Jul 13, 2018

SELL
N/A
-11,792 Closed
0 $0
Q1 2018

Apr 30, 2018

BUY
N/A
4,496 Added 61.62%
11,792 $364,000
Q4 2017

Jan 16, 2018

BUY
N/A
7,296
7,296 $231,000

Others Institutions Holding IHDG

About WISDOMTREE TR


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

Track Atria Investments LLC Portfolio

Follow Atria Investments 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 Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.