Marietta Wealth Management, LLC Wisdomtree Tr Transaction History
Marietta Wealth Management, LLC
- $727 Million
- Q2 2025
A detailed history of Marietta Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 349,541 shares of IHDG stock, worth $16.5 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
349,541
Previous 335,502
4.18%
Holding current value
$16.5 Million
Previous $14.6 Million
8.15%
% of portfolio
2.16%
Previous 2.25%
Shares
9 transactions
Others Institutions Holding IHDG
# of Institutions
270Shares Held
43.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.23MShares$247 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.3MShares$203 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$138 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$77.2 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$62.6 Million0.08% of portfolio