Kolinsky Wealth Management, LLC Wisdomtree Tr Transaction History
Kolinsky Wealth Management, LLC
- $138 Million
- Q2 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 70,275 shares of IHDG stock, worth $3.19 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
70,275
Previous 59,821
17.48%
Holding current value
$3.19 Million
Previous $2.75 Million
16.56%
% of portfolio
2.32%
Previous 2.11%
Shares
10 transactions
Others Institutions Holding IHDG
# of Institutions
242Shares Held
46.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$298 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$242 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$148 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$106 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$61.9 Million0.02% of portfolio