Simplicity Wealth,Llc Wisdomtree Tr Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,788 shares of IHDG stock, worth $265,148. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,788
Previous 14,912 61.19%
Holding current value
$265,148
Previous $681,000 63.14%
% of portfolio
0.05%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$43.38 - $46.0 $395,799 - $419,704
-9,124 Reduced 61.19%
5,788 $251,000
Q3 2024

Oct 09, 2024
SELL
$42.42 - $46.78 $93,960 - $103,617
-2,215 Reduced 12.93%
14,912 $681,000
Q2 2024

Jul 10, 2024
BUY
$43.96 - $46.57 $133,286 - $141,200
3,032 Added 21.51%
17,127 $780,000
Q1 2024

Apr 24, 2024
BUY
$41.39 - $45.98 $583,392 - $648,088
14,095 New
14,095 $647,000

Others Institutions Holding IHDG

# of Institutions
279
Shares Held
51.1M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email