Valmark Advisers, Inc. Wisdomtree Tr Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,346 shares of IHDG stock, worth $275,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,346

Holding current value

$275,924

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$42.42 - $46.78 $269,197 - $296,865	6,346 New	6,346 $290,000

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$292 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$220 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$146 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$109 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.4 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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