Wr Wealth Planners, LLC Wisdomtree Tr Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,300 shares of IHDG stock, worth $155,100. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,300
Previous 3,300
-0.0%
Holding current value
$155,100
Previous $150,000
4.67%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
275Shares Held
50.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.78MShares$318 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.82MShares$274 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$158 Million0.01% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$79.1 Million2.63% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$70.8 Million0.02% of portfolio