Puff Wealth Management, LLC Wisdomtree Tr Transaction History

Puff Wealth Management, LLC

$57.4 Billion
Q4 2024

A detailed history of Puff Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Puff Wealth Management, LLC holds 15,808 shares of IHDG stock, worth $723,057. This represents 1.2% of its overall portfolio holdings.

Number of Shares

15,808

Holding current value

$723,057

% of portfolio

1.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$43.38 - $46.0 $685,751 - $727,168	15,808 New	15,808 $687 Million

Others Institutions Holding IHDG

# of Institutions

256

Shares Held

48.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$307 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$232 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$153 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$115 Million
0.03% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$77 Million
2.63% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Puff Wealth Management, LLC Wisdomtree Tr Transaction History