Montis Financial, LLC Wisdomtree Tr Transaction History

Montis Financial, LLC

  • $338 Million
  • Q1 2025

A detailed history of Montis Financial, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Montis Financial, LLC holds 16,820 shares of IHDG stock, worth $743,948. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,820
Previous 19,744 14.81%
Holding current value
$743,948
Previous $858,000 15.03%
% of portfolio
0.22%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$43.4 - $47.51 $126,901 - $138,919
-2,924 Reduced 14.81%
16,820 $729,000
Q4 2024

Feb 10, 2025
BUY
$43.38 - $46.0 $856,494 - $908,224
19,744 New
19,744 $858,000

Others Institutions Holding IHDG

# of Institutions
284
Shares Held
52.3M
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
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