Castle Wealth Management LLC Wisdomtree Tr Transaction History

Castle Wealth Management LLC

  • $169 Million
  • Q2 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 76,847 shares of IHDG stock, worth $3.42 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
76,847
Previous 67,148 14.44%
Holding current value
$3.42 Million
Previous $3.08 Million 13.59%
% of portfolio
2.07%
Previous 1.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
241
Shares Held
47M
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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