Pcg Wealth Advisors, LLC Wisdomtree Tr Transaction History
Pcg Wealth Advisors, LLC
- $194 Million
- Q2 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 40,681 shares of IHDG stock, worth $1.86 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
40,681
Previous 38,376
6.01%
Holding current value
$1.86 Million
Previous $1.67 Million
10.03%
% of portfolio
0.94%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding IHDG
# of Institutions
272Shares Held
43.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.23MShares$239 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.3MShares$196 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$134 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$74.5 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$60.5 Million0.08% of portfolio