Diversify Wealth Management, LLC Wisdomtree Tr Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 155,462 shares of IHDG stock, worth $7.15 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
155,462
Previous 145,961
6.51%
Holding current value
$7.15 Million
Previous $6.54 Billion
5.11%
% of portfolio
0.54%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding IHDG
# of Institutions
258Shares Held
48.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$309 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$233 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$154 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$115 Million0.03% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$77.4 Million2.63% of portfolio