Ica Group Wealth Management, LLC Wisdomtree Tr Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 211 shares of DWM stock, worth $11,503. This represents 0.01% of its overall portfolio holdings.

Number of Shares
211
Previous 1,565 86.52%
Holding current value
$11,503
Previous $85,000 87.06%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$52.54 - $56.44 $71,139 - $76,419
-1,354 Reduced 86.52%
211 $11,000
Q1 2024

May 14, 2024
BUY
$50.94 - $55.08 $10,748 - $11,621
211 Added 15.58%
1,565 $85,000
Q4 2023

Mar 07, 2024
BUY
$46.5 - $52.58 $62,961 - $71,193
1,354 New
1,354 $71,000
Q4 2022

Feb 14, 2023
BUY
$39.94 - $48.25 $54,078 - $65,330
1,354 New
1,354 $63,000

Others Institutions Holding DWM

# of Institutions
123
Shares Held
5.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
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