Iam Advisory, LLC Wisdomtree Tr Transaction History
Iam Advisory, LLC
- $381 Million
- Q1 2025
A detailed history of Iam Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iam Advisory, LLC holds 219,275 shares of IHDG stock, worth $9.49 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
219,275
Previous 219,399
0.06%
Holding current value
$9.49 Million
Previous $9.54 Million
0.68%
% of portfolio
2.52%
Previous 2.43%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
280Shares Held
50.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$293 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$252 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$145 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.7MShares$73.7 Million3.13% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$65.2 Million0.02% of portfolio