Householder Group Estate & Retirement Specialist, LLC Wisdomtree Tr Artificial Intel Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 61,095 shares of WTAI stock, worth $1.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

61,095

Previous 61,865 1.24%

Holding current value

$1.3 Million

Previous $1.29 Million 5.8%

% of portfolio

0.35%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$17.62 - $21.88 $13,567 - $16,847	-770 Reduced 1.24%	61,095 $1.22 Million
Q2 2024 Jul 17, 2024	BUY	$18.47 - $21.05 $221,640 - $252,600	12,000 Added 24.06%	61,865 $1.29 Million
Q1 2024 May 03, 2024	BUY	$19.43 - $21.74 $268,911 - $300,881	13,840 Added 38.42%	49,865 $1.04 Million
Q4 2023 Jan 23, 2024	BUY	$15.93 - $20.98 $414,578 - $546,004	26,025 Added 260.25%	36,025 $745,000
Q3 2023 Oct 10, 2023	BUY	$16.86 - $20.3 $168,600 - $203,000	10,000 New	10,000 $174,000

Others Institutions Holding WTAI

# of Institutions

Shares Held

3.67M

Call Options Held

200

Put Options Held

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Householder Group Estate & Retirement Specialist, LLC Wisdomtree Tr Artificial Intel Transaction History