Bms Financial Advisors, LLC Wisdomtree Tr Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 92,442 shares of IHDG stock, worth $4.39 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
92,442Holding current value
$4.39 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
261Shares Held
36.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.53MShares$215 Million0.07% of portfolio
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Morgan Stanley New York, NY3.47MShares$165 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.68MShares$127 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.57MShares$74.6 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$62.9 Million0.08% of portfolio