United Capital Financial Advisers, LLC Wisdomtree Tr Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 142,867 shares of IHDG stock, worth $6.3 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
142,867
Previous 143,243
0.26%
Holding current value
$6.3 Million
Previous $6.53 Million
0.02%
% of portfolio
0.03%
Previous 0.06%
Shares
25 transactions
Others Institutions Holding IHDG
# of Institutions
254Shares Held
47.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$296 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$224 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$148 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$111 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.41MShares$62.3 Million0.02% of portfolio