Kestra Private Wealth Services, LLC Wisdomtree U.S. Corporate Bond Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree U.S. Corporate Bond stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,244 shares of WFIG stock, worth $238,969. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,244
Previous 5,177 1.29%
Holding current value
$238,969
Previous $235,000 1.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
N/A
67 Added 1.29%
5,244 $238,000
Q3 2024

Nov 13, 2024
BUY
$43.68 - $45.65 $2,664 - $2,784
61 Added 1.19%
5,177 $235,000
Q2 2024

Aug 12, 2024
BUY
$0.0 - $44.42 $0 - $24,431
550 Added 12.05%
5,116 $224,000
Q1 2024

May 02, 2024
BUY
$43.86 - $44.91 $200,264 - $205,059
4,566 New
4,566 $202,000

Others Institutions Holding WFIG

# of Institutions
12
Shares Held
331K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. CORPORATE BOND

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