Sheets Smith Wealth Management Wisdomtree Tr Transaction History
Sheets Smith Wealth Management
- $884 Million
- Q1 2024
A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 80,765 shares of IHDG stock, worth $3.71 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
80,765
Previous 84,425
4.34%
Holding current value
$3.71 Million
Previous $3.55 Million
4.65%
% of portfolio
0.42%
Previous 0.43%
Shares
19 transactions
Others Institutions Holding IHDG
# of Institutions
236Shares Held
39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.14MShares$236 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$166 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.03MShares$139 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$99.1 Million0.03% of portfolio
-
Ubs Group Ag1.3MShares$59.5 Million0.02% of portfolio