Iag Wealth Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Iag Wealth Partners, LLC

$462 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Feb 11, 2021	SELL	N/A	-1,310 Closed	0 $0
Q4 2019 Feb 11, 2021	BUY	N/A	1,310 New	1,310 $65,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$144 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.3 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.9 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.3 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.8 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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