Wealth Management Resources, Inc. Wisdomtree Tr Transaction History
Wealth Management Resources, Inc.
- $357 Million
- Q1 2024
A detailed history of Wealth Management Resources, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 269,613 shares of IHDG stock, worth $12.3 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
269,613
Previous 257,146
4.85%
Holding current value
$12.3 Million
Previous $10.8 Million
14.72%
% of portfolio
3.47%
Previous 3.37%
Shares
10 transactions
Others Institutions Holding IHDG
# of Institutions
235Shares Held
39MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.14MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$165 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.03MShares$138 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$98.3 Million0.03% of portfolio
-
Ubs Group Ag1.3MShares$59 Million0.02% of portfolio