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 $1.28 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
29,356
Previous 5,233
460.98%
Holding current value
$1.28 Million
Previous $238,000
463.45%
% of portfolio
0.54%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IHDG
# of Institutions
253Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$292 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$220 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$146 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$109 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.41MShares$61.4 Million0.02% of portfolio