Marietta Wealth Management, LLC Wisdomtree Tr Transaction History
Marietta Wealth Management, LLC
- $591 Million
- Q1 2024
A detailed history of Marietta Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 278,452 shares of IHDG stock, worth $12.7 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
278,452
Previous 266,663
4.42%
Holding current value
$12.7 Million
Previous $11.2 Million
14.24%
% of portfolio
2.16%
Previous 2.04%
Shares
4 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