A detailed history of Bison Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Bison Wealth, LLC holds 9,973 shares of IHDG stock, worth $457,860. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,973
Previous 11,823 15.65%
Holding current value
$457,860
Previous $496,000 7.66%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 10, 2024

SELL
$41.39 - $45.98 $76,571 - $85,063
-1,850 Reduced 15.65%
9,973 $458,000
Q4 2023

Jan 30, 2024

BUY
$37.18 - $42.02 $25,802 - $29,161
694 Added 6.24%
11,823 $496,000
Q3 2023

Nov 13, 2023

BUY
$38.54 - $40.44 $2,428 - $2,547
63 Added 0.57%
11,129 $431,000
Q2 2023

Aug 14, 2023

BUY
$39.29 - $40.67 $434,783 - $450,054
11,066 New
11,066 $444,000

Others Institutions Holding IHDG

About WISDOMTREE TR


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

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, 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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.