Centennial Wealth Advisory LLC Wisdomtree Tr Transaction History

Centennial Wealth Advisory LLC

$214 Million
Q1 2024

A detailed history of Centennial Wealth Advisory LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 6,414 shares of IHDG stock, worth $294,466. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,414

Previous 6,919 7.3%

Holding current value

$294,466

Previous $290,000 1.38%

% of portfolio

0.14%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$41.39 - $45.98 $20,901 - $23,219	-505 Reduced 7.3%	6,414 $294,000
Q4 2023 Jan 17, 2024	BUY	$37.18 - $42.02 $31,082 - $35,128	836 Added 13.74%	6,919 $290,000
Q3 2023 Oct 10, 2023	BUY	$38.54 - $40.44 $3,931 - $4,124	102 Added 1.71%	6,083 $235,000
Q2 2023 Jul 17, 2023	BUY	$39.29 - $40.67 $6,207 - $6,425	158 Added 2.71%	5,981 $240,000
Q1 2023 Apr 13, 2023	BUY	$36.38 - $39.42 $211,840 - $229,542	5,823 New	5,823 $229,000

Q2 2022 Jul 12, 2022	SELL	N/A	-5,173 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	N/A	-523 Reduced 9.18%	5,173 $222,000
Q4 2021 Jan 13, 2022	SELL	N/A	-219 Reduced 3.7%	5,696 $261,000
Q3 2021 Oct 08, 2021	BUY	N/A	333 Added 5.97%	5,915 $255,000
Q2 2021 Jul 13, 2021	BUY	N/A	5,582 New	5,582 $246,000

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Centennial Wealth Advisory LLC Wisdomtree Tr Transaction History