Foundations Investment Advisors, LLC Wisdomtree Tr Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 83,145 shares of IHDG stock, worth $3.79 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
83,145
Previous 81,283
2.29%
Holding current value
$3.79 Million
Previous $3.41 Million
11.9%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
235Shares Held
39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.14MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$165 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.03MShares$138 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$98.4 Million0.03% of portfolio
-
Ubs Group Ag1.3MShares$59.1 Million0.02% of portfolio