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 $4.22 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
92,442Holding current value
$4.22 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
242Shares Held
46.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$299 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$244 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$149 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$107 Million0.03% of portfolio
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Ubs Group Ag1.36MShares$62.3 Million0.02% of portfolio