Core Wealth Advisors, Inc. Wisdomtree Tr Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 21,830 shares of IHDG stock, worth $1.03 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,830
Previous 19,585
11.46%
Holding current value
$1.03 Million
Previous $849,000
15.78%
% of portfolio
0.3%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding IHDG
# of Institutions
272Shares Held
43.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.23MShares$246 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.3MShares$202 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$138 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$76.8 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$62.3 Million0.08% of portfolio