Pcg Wealth Advisors, LLC Wisdomtree Tr Transaction History
Pcg Wealth Advisors, LLC
- $257 Million
- Q4 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 32,953 shares of IHDG stock, worth $1.51 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
32,953
Previous 29,356
12.25%
Holding current value
$1.51 Million
Previous $1.34 Million
6.79%
% of portfolio
0.56%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding IHDG
# of Institutions
279Shares Held
51.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$310 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$267 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$154 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$77.1 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$69 Million0.02% of portfolio