Pcg Wealth Advisors, LLC Wisdomtree Tr Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 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 29,356 shares of IHDG stock, worth $1.3 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
29,356
Previous 5,233
460.98%
Holding current value
$1.3 Million
Previous $238,000
463.45%
% of portfolio
0.54%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IHDG
# of Institutions
243Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$236 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$144 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$103 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$60.3 Million0.02% of portfolio