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 $15.8 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
349,541
Previous 335,502
4.18%
Holding current value
$15.8 Million
Previous $14.6 Million
8.15%
% of portfolio
2.16%
Previous 2.25%
Shares
9 transactions
Others Institutions Holding IHDG
# of Institutions
274Shares Held
50.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.65MShares$301 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.98MShares$271 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$162 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.75MShares$79.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.71MShares$77.4 Million0.03% of portfolio