Melone Private Wealth, LLC Wisdomtree Tr Transaction History
Melone Private Wealth, LLC
- $193 Million
- Q4 2024
A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Melone Private Wealth, LLC holds 291,362 shares of IHDG stock, worth $13.1 Million. This represents 6.56% of its overall portfolio holdings.
Number of Shares
291,362
Previous 303,660
4.05%
Holding current value
$13.1 Million
Previous $13.9 Million
8.73%
% of portfolio
6.56%
Previous 7.37%
Shares
13 transactions
Others Institutions Holding IHDG
# of Institutions
279Shares Held
51.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$305 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$262 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$151 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$75.8 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$67.9 Million0.02% of portfolio