Journey Strategic Wealth LLC Wisdomtree Tr Intl Quality Div Transaction History
Journey Strategic Wealth LLC
- $2.25 Billion
- Q1 2024
A detailed history of Journey Strategic Wealth LLC transactions in Wisdomtree Tr Intl Quality Div stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 481,343 shares of IQDG stock, worth $17.9 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
481,343
Previous 735,721
34.58%
Holding current value
$17.9 Million
Previous $26.7 Million
31.35%
% of portfolio
0.81%
Previous 1.26%
Shares
10 transactions
Others Institutions Holding IQDG
# of Institutions
112Shares Held
21.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.59MShares$133 Million0.01% of portfolio
-
One Capital Management, LLC Westlake Village, CA2.4MShares$89.2 Million3.5% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$88 Million0.01% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS1.31MShares$48.6 Million0.7% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.27MShares$46.9 Million2.62% of portfolio