Integrated Wealth Concepts LLC Wisdomtree Tr Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 27,707 shares of IHDG stock, worth $1.26 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,707
Previous 26,481 4.63%
Holding current value
$1.26 Million
Previous $1.21 Million 4.89%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024
BUY
$42.42 - $46.78 $52,006 - $57,352
1,226 Added 4.63%
27,707 $1.27 Million
Q2 2024

Aug 14, 2024
BUY
$43.96 - $46.57 $68,445 - $72,509
1,557 Added 6.25%
26,481 $1.21 Million
Q1 2024

May 15, 2024
SELL
$41.39 - $45.98 $48,012 - $53,336
-1,160 Reduced 4.45%
24,924 $1.15 Million
Q4 2023

Feb 13, 2024
BUY
$37.18 - $42.02 $37,031 - $41,851
996 Added 3.97%
26,084 $1.1 Million
Q3 2023

Nov 15, 2023
BUY
$38.54 - $40.44 $46,325 - $48,608
1,202 Added 5.03%
25,088 $971,000
Q2 2023

Aug 15, 2023
BUY
$39.29 - $40.67 $938,480 - $971,443
23,886 New
23,886 $959,000

Others Institutions Holding IHDG

# of Institutions
251
Shares Held
47.8M
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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