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 $28.8 Million. This represents 13.47% of its overall portfolio holdings.
Number of Shares
633,631
Previous 672,534
5.78%
Holding current value
$28.8 Million
Previous $28.9 Million
17.9%
% of portfolio
13.47%
Previous 13.36%
Shares
5 transactions
Others Institutions Holding IHDG
# of Institutions
235Shares Held
39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.14MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$165 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.03MShares$138 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$98.3 Million0.03% of portfolio
-
Ubs Group Ag1.3MShares$59 Million0.02% of portfolio