Lake Point Wealth Management Wisdomtree Tr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 633,631 shares of IHDG stock, worth $28 Million. This represents 13.47% of its overall portfolio holdings.
Number of Shares
633,631
Previous 672,534
5.78%
Holding current value
$28 Million
Previous $28.9 Million
17.9%
% of portfolio
13.47%
Previous 13.36%
Shares
5 transactions
Others Institutions Holding IHDG
# of Institutions
243Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$236 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$144 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$103 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$60.3 Million0.02% of portfolio