Diversify Wealth Management, LLC Wisdomtree Tr Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 145,961 shares of IHDG stock, worth $6.45 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
145,961
Previous 134,694
8.36%
Holding current value
$6.45 Million
Previous $5.71 Billion
14.39%
% of portfolio
0.63%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding IHDG
# of Institutions
243Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$236 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$144 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$103 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$60.3 Million0.02% of portfolio