Assured Partners Investment Advisors, LLC Wisdomtree Tr Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 195,569 shares of IHDG stock, worth $9.28 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
195,569
Previous 188,030
4.01%
Holding current value
$9.28 Million
Previous $8.47 Billion
6.39%
% of portfolio
2.01%
Previous 2.07%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
261Shares Held
36.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.53MShares$215 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.47MShares$165 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.68MShares$127 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.57MShares$74.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$62.9 Million0.08% of portfolio