Steward Partners Investment Advisory, LLC Wisdomtree Tr Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 192,613 shares of IHDG stock, worth $8.84 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
192,613
Previous 206,596
6.77%
Holding current value
$8.84 Million
Previous $8.67 Million
2.01%
% of portfolio
0.1%
Previous 0.12%
Shares
27 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