Kestra Private Wealth Services, LLC Wisdomtree Tr Transaction History

Kestra Private Wealth Services, LLC

  • $4.36 Billion
  • Q1 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 20,246 shares of IHDG stock, worth $929,493. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,246
Previous 16,991 19.16%
Holding current value
$929,493
Previous $713,000 30.43%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$41.39 - $45.98 $134,724 - $149,664
3,255 Added 19.16%
20,246 $930,000
Q4 2023

Feb 05, 2024
BUY
$37.18 - $42.02 $339,973 - $384,230
9,144 Added 116.53%
16,991 $713,000
Q3 2023

Nov 07, 2023
BUY
$38.54 - $40.44 $302,423 - $317,332
7,847 New
7,847 $303,000

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

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