Laurel Wealth Planning LLC Wisdomtree Tr Transaction History
Laurel Wealth Planning LLC
- $144 Million
- Q2 2024
A detailed history of Laurel Wealth Planning LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 139,845 shares of IHDG stock, worth $6.35 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
139,845
Previous 172,458
18.91%
Holding current value
$6.35 Million
Previous $7.92 Million
19.53%
% of portfolio
4.44%
Previous 5.26%
Shares
11 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