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 $4.08 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
92,442Holding current value
$4.08 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
253Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$296 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$224 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$148 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.51MShares$111 Million0.03% of portfolio
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Envestnet Asset Management Inc1.41MShares$62.3 Million0.02% of portfolio