Castle Wealth Management LLC Wisdomtree Tr Transaction History

Castle Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Castle Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Castle Wealth Management LLC holds 89,232 shares of IHDG stock, worth $4.06 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
89,232
Previous 76,847 16.12%
Holding current value
$4.06 Million
Previous $3.5 Million 16.39%
% of portfolio
2.15%
Previous 2.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$42.42 - $46.78 $525,371 - $579,370
12,385 Added 16.12%
89,232 $4.08 Million
Q2 2024

Jul 22, 2024
BUY
$43.96 - $46.57 $426,368 - $451,682
9,699 Added 14.44%
76,847 $3.5 Million
Q1 2024

Apr 29, 2024
BUY
$41.39 - $45.98 $2.78 Million - $3.09 Million
67,148 New
67,148 $3.08 Million

Others Institutions Holding IHDG

# of Institutions
252
Shares Held
47.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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