Capital Wealth Management, LLC Wisdomtree Tr Transaction History
Capital Wealth Management, LLC
- $233 Million
- Q4 2024
A detailed history of Capital Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Capital Wealth Management, LLC holds 261,213 shares of IHDG stock, worth $11.7 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
261,213
Previous 252,417
3.48%
Holding current value
$11.7 Million
Previous $11.5 Million
1.57%
% of portfolio
4.87%
Previous 4.94%
Shares
13 transactions
Others Institutions Holding IHDG
# of Institutions
279Shares Held
51.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$304 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$261 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$151 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$75.5 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$67.6 Million0.02% of portfolio