Pcg Wealth Advisors, LLC Wisdomtree Tr Transaction History

Pcg Wealth Advisors, LLC

  • $271 Million
  • Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 38,376 shares of IHDG stock, worth $1.73 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
38,376
Previous 32,953 16.46%
Holding current value
$1.73 Million
Previous $1.43 Million 16.27%
% of portfolio
0.61%
Previous 0.56%

Shares

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

May 05, 2025
BUY
$43.4 - $47.51 $235,358 - $257,646
5,423 Added 16.46%
38,376 $1.67 Million
Q4 2024

Jan 21, 2025
BUY
$43.38 - $46.0 $156,037 - $165,462
3,597 Added 12.25%
32,953 $1.43 Million
Q3 2024

Oct 15, 2024
BUY
$42.42 - $46.78 $1.02 Million - $1.13 Million
24,123 Added 460.98%
29,356 $1.34 Million
Q2 2024

Jul 15, 2024
BUY
$43.96 - $46.57 $230,042 - $243,700
5,233 New
5,233 $238,000

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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