Continuum Advisory, LLC Wisdomtree Tr Transaction History

Continuum Advisory, LLC

$727 Million
Q1 2025

A detailed history of Continuum Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Continuum Advisory, LLC holds 251 shares of IHDG stock, worth $10,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares

251

Previous 251 -0.0%

Holding current value

$10,772

Previous $10,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$41.39 - $45.98 $10,388 - $11,540	251 New	251 $11,000

Others Institutions Holding IHDG

# of Institutions

280

Shares Held

50.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$291 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$250 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$144 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.7M
Shares

$73.1 Million
3.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$64.7 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Continuum Advisory, LLC Wisdomtree Tr Transaction History