Core Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Core Wealth Advisors, Inc.

  • $293 Million
  • Q1 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 11,201 shares of IHDG stock, worth $514,237. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,201
Previous 11,051 1.36%
Holding current value
$514,237
Previous $464,000 10.78%
% of portfolio
0.18%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$41.39 - $45.98 $6,208 - $6,896
150 Added 1.36%
11,201 $514,000
Q4 2023

Feb 14, 2024
BUY
$37.18 - $42.02 $55,658 - $62,903
1,497 Added 15.67%
11,051 $464,000
Q3 2023

Nov 13, 2023
BUY
$38.54 - $40.44 $15,917 - $16,701
413 Added 4.52%
9,554 $370,000
Q2 2023

Aug 14, 2023
BUY
$39.29 - $40.67 $236,722 - $245,036
6,025 Added 193.36%
9,141 $367,000
Q1 2023

Apr 27, 2023
BUY
$36.38 - $39.42 $113,360 - $122,832
3,116 New
3,116 $122,000

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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