Iam Advisory, LLC Wisdomtree Tr Transaction History
Iam Advisory, LLC
- $394 Million
- Q3 2024
A detailed history of Iam Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iam Advisory, LLC holds 216,423 shares of IHDG stock, worth $9.43 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
216,423
Previous 213,377
1.43%
Holding current value
$9.43 Million
Previous $9.73 Million
1.68%
% of portfolio
2.51%
Previous 2.64%
Shares
2 transactions
Others Institutions Holding IHDG
# of Institutions
253Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$292 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$221 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$146 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$109 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.41MShares$61.5 Million0.02% of portfolio