Kolinsky Wealth Management, LLC Wisdomtree Tr Transaction History
Kolinsky Wealth Management, LLC
- $162 Million
- Q4 2024
A detailed history of Kolinsky Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 66,988 shares of IHDG stock, worth $2.93 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
66,988
Previous 79,741
15.99%
Holding current value
$2.93 Million
Previous $3.64 Million
20.12%
% of portfolio
1.79%
Previous 2.37%
Shares
12 transactions
Others Institutions Holding IHDG
# of Institutions
280Shares Held
51.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$297 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$255 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$147 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$73.7 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$66 Million0.02% of portfolio