Integrated Wealth Concepts LLC Wisdomtree Tr Interest Rate He Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 136,664 shares of HYZD stock, worth $3.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
136,664
Previous 125,157 9.19%
Holding current value
$3.08 Million
Previous $2.77 Million 9.71%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.04 - $22.59 $253,614 - $259,943
11,507 Added 9.19%
136,664 $3.04 Million
Q3 2024

Nov 14, 2024
BUY
$21.43 - $22.18 $141,438 - $146,388
6,600 Added 5.57%
125,157 $2.77 Million
Q2 2024

Aug 14, 2024
BUY
$21.78 - $22.12 $287,147 - $291,630
13,184 Added 12.51%
118,557 $2.59 Million
Q1 2024

May 15, 2024
BUY
$21.48 - $22.17 $831,082 - $857,779
38,691 Added 58.02%
105,373 $2.32 Million
Q4 2023

Feb 13, 2024
BUY
$20.75 - $21.84 $23,385 - $24,613
1,127 Added 1.72%
66,682 $1.44 Million
Q3 2023

Nov 15, 2023
BUY
$20.96 - $21.39 $111,360 - $113,645
5,313 Added 8.82%
65,555 $1.38 Million
Q2 2023

Aug 15, 2023
BUY
$20.23 - $21.02 $94,757 - $98,457
4,684 Added 8.43%
60,242 $1.27 Million
Q1 2023

May 03, 2023
BUY
$20.14 - $21.3 $47,973 - $50,736
2,382 Added 4.48%
55,558 $1.15 Million
Q4 2022

Feb 13, 2023
BUY
$20.17 - $21.18 $175,337 - $184,117
8,693 Added 19.54%
53,176 $1.1 Million
Q3 2022

Nov 14, 2022
SELL
$19.86 - $21.37 $913 - $983
-46 Reduced 0.1%
44,483 $895,000
Q2 2022

Aug 08, 2022
BUY
$19.9 - $22.07 $886,127 - $982,755
44,529 New
44,529 $886,000

Others Institutions Holding HYZD

# of Institutions
62
Shares Held
6.06M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

HYZD Quotes by TradingView
  • Ticker HYZD
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