Keyvantage Wealth, LLC Wisdomtree Tr Transaction History

Keyvantage Wealth, LLC

$140 Billion
Q4 2024

A detailed history of Keyvantage Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 4,748 shares of IHDG stock, worth $222,918. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,748

Holding current value

$222,918

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$43.38 - $46.0 $205,968 - $218,408	4,748 New	4,748 $206 Million

Others Institutions Holding IHDG

# of Institutions

275

Shares Held

50.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$318 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$273 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$158 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$79 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$70.7 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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