Golden State Equity Partners Wisdomtree Tr Intl Quality Div Transaction History
Golden State Equity Partners
- $402 Million
- Q4 2023
A detailed history of Golden State Equity Partners transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Golden State Equity Partners holds 124,882 shares of IQDG stock, worth $4.63 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
124,882
Previous 115,280
8.33%
Holding current value
$4.63 Million
Previous $3.69 Million
22.7%
% of portfolio
1.13%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding IQDG
# of Institutions
112Shares Held
21.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.59MShares$133 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.4MShares$89.2 Million3.5% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$88 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.31MShares$48.6 Million0.7% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.27MShares$46.9 Million2.62% of portfolio