Falcon Wealth Planning Wisdomtree Tr Transaction History

Falcon Wealth Planning

$798 Million
Q3 2024

A detailed history of Falcon Wealth Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 706,764 shares of IHDG stock, worth $31.2 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

706,764

Holding current value

$31.2 Million

% of portfolio

4.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$42.42 - $46.78 $30 Million - $33.1 Million	706,764 New	706,764 $32.3 Million

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$296 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$223 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$148 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$111 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$62.2 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Falcon Wealth Planning Wisdomtree Tr Transaction History