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 $4.31 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
92,442Holding current value
$4.31 Million% of portfolio
2.51%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
277Shares Held
50.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$316 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$272 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$157 Million0.01% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$78.4 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$70.2 Million0.02% of portfolio