Sheets Smith Wealth Management Wisdomtree Tr Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 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 64,032 shares of IHDG stock, worth $2.84 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
64,032
Previous 63,926
0.17%
Holding current value
$2.84 Million
Previous $2.92 Million
4.72%
% of portfolio
0.35%
Previous 0.36%
Shares
22 transactions
Others Institutions Holding IHDG
# of Institutions
279Shares Held
51.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$301 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$259 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$149 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$74.7 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$66.9 Million0.02% of portfolio