Wcg Wealth Advisors LLC Wisdomtree Tr Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 215,878 shares of IHDG stock, worth $9.27 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
215,878
Previous 125,082
72.59%
Holding current value
$9.27 Million
Previous $5.72 Million
64.17%
% of portfolio
0.66%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding IHDG
# of Institutions
279Shares Held
51.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$291 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$250 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$144 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.7MShares$73.1 Million3.13% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$64.7 Million0.02% of portfolio