Trademark Financial Management, LLC Wisdomtree Tr Transaction History
Trademark Financial Management, LLC
- $121 Billion
- Q1 2024
A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 25,390 shares of IHDG stock, worth $1.17 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
25,390
Previous 25,866
1.84%
Holding current value
$1.17 Million
Previous $1.09 Billion
7.4%
% of portfolio
0.97%
Previous 0.8%
Shares
2 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