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 $31.4 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
706,764Holding current value
$31.4 Million% of portfolio
4.05%Shares
1 transactions
Others Institutions Holding IHDG
# of Institutions
242Shares Held
47.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$291 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC5.33MShares$237 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC3.25MShares$145 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$104 Million0.03% of portfolio
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Ubs Group Ag1.36MShares$60.6 Million0.02% of portfolio