Capital A Wealth Management, LLC Wisdomtree Tr Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 2,961 shares of IHDG stock, worth $138,041. This represents 1.39% of its overall portfolio holdings.
Number of Shares
2,961Holding current value
$138,041% of portfolio
1.39%Shares
2 transactions
Others Institutions Holding IHDG
# of Institutions
269Shares Held
42.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.23MShares$244 Million0.08% of portfolio
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Morgan Stanley New York, NY4.3MShares$201 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.93MShares$136 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.63MShares$76.1 Million0.03% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$61.8 Million0.08% of portfolio