Capital A Wealth Management, LLC Wisdomtree Tr Transaction History

Capital A Wealth Management, LLC

$60.2 Billion
Q4 2024

A detailed history of Capital A Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 56 shares of IHDG stock, worth $2,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,601

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$43.38 - $46.0 $2,429 - $2,576	56 New	56 $2.43 Million

Others Institutions Holding IHDG

# of Institutions

278

Shares Held

50.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$315 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$271 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$156 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$78.1 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$70 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Capital A Wealth Management, LLC Wisdomtree Tr Transaction History