Simplicity Wealth,Llc Wisdomtree Tr Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 14,912 shares of IHDG stock, worth $679,987. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,912
Previous 17,127 12.93%
Holding current value
$679,987
Previous $780,000 12.69%
% of portfolio
0.07%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
47.8M
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
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