Mission Wealth Management, LP Wisdomtree Tr Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Wisdomtree Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 30,865 shares of IHDG stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,865
Previous 20,311 51.96%
Holding current value
$1.38 Million
Previous $925,000 52.43%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$42.42 - $46.78 $447,700 - $493,716
10,554 Added 51.96%
30,865 $1.41 Million
Q2 2024

Aug 02, 2024
SELL
$43.96 - $46.57 $9.57 Million - $10.1 Million
-217,655 Reduced 91.46%
20,311 $925,000
Q1 2024

Apr 30, 2024
BUY
$41.39 - $45.98 $9.29 Million - $10.3 Million
224,373 Added 1650.65%
237,966 $10.9 Million
Q4 2023

Feb 05, 2024
BUY
$37.18 - $42.02 $505,387 - $571,177
13,593 New
13,593 $570,000

Others Institutions Holding IHDG

# of Institutions
253
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email