Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Wisdomtree Tr stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 8,985 shares of IHDG stock, worth $403,067. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,985
Previous 9,392 4.33%
Holding current value
$403,067
Previous $429,000 9.09%
% of portfolio
0.13%
Previous 0.15%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$43.38 - $46.0 $17,655 - $18,722
-407 Reduced 4.33%
8,985 $390,000
Q3 2024

Oct 31, 2024
BUY
$42.42 - $46.78 $17,477 - $19,273
412 Added 4.59%
9,392 $429,000
Q2 2024

Aug 14, 2024
BUY
$43.96 - $46.57 $219 - $232
5 Added 0.06%
8,980 $409,000
Q1 2024

May 14, 2024
BUY
$41.39 - $45.98 $82 - $91
2 Added 0.02%
8,975 $412,000
Q4 2023

Jan 29, 2024
BUY
$37.18 - $42.02 $74 - $84
2 Added 0.02%
8,973 $376,000
Q3 2023

Nov 13, 2023
BUY
$38.54 - $40.44 $53,146 - $55,766
1,379 Added 18.16%
8,971 $347,000
Q2 2023

Aug 10, 2023
BUY
$39.29 - $40.67 $13,555 - $14,031
345 Added 4.76%
7,592 $304,000
Q1 2023

May 15, 2023
BUY
$36.38 - $39.42 $72 - $78
2 Added 0.03%
7,247 $285,000
Q4 2022

Jan 25, 2023
BUY
$35.63 - $40.75 $1,852 - $2,119
52 Added 0.72%
7,245 $0
Q3 2022

Nov 10, 2022
BUY
$35.81 - $40.82 $179 - $204
5 Added 0.07%
7,193 $258,000
Q2 2022

Aug 11, 2022
BUY
$37.42 - $43.67 $336 - $393
9 Added 0.13%
7,188 $269,000
Q1 2022

May 04, 2022
BUY
$39.56 - $46.1 $9,850 - $11,478
249 Added 3.59%
7,179 $308,000
Q4 2021

Feb 08, 2022
SELL
$42.54 - $45.97 $7,231 - $7,814
-170 Reduced 2.39%
6,930 $317,000
Q3 2021

Nov 09, 2021
SELL
$43.17 - $46.44 $3,539 - $3,808
-82 Reduced 1.14%
7,100 $307,000
Q2 2021

Jul 29, 2021
SELL
$41.62 - $44.6 $24,264 - $26,001
-583 Reduced 7.51%
7,182 $317,000
Q1 2021

May 10, 2021
BUY
$39.63 - $41.58 $237 - $249
6 Added 0.08%
7,765 $321,000
Q4 2020

Feb 16, 2021
BUY
$35.11 - $39.58 $386 - $435
11 Added 0.14%
7,759 $305,000
Q3 2020

Oct 26, 2020
BUY
$34.84 - $37.04 $139 - $148
4 Added 0.05%
7,748 $283,000
Q2 2020

Jul 13, 2020
SELL
$29.36 - $35.76 $133,969 - $163,172
-4,563 Reduced 37.08%
7,744 $272,000
Q1 2020

Apr 16, 2020
BUY
$26.65 - $37.66 $1,812 - $2,560
68 Added 0.56%
12,307 $373,000
Q4 2019

Jan 17, 2020
BUY
$32.51 - $36.69 $617 - $697
19 Added 0.16%
12,239 $445,000
Q3 2019

Oct 17, 2019
BUY
$33.19 - $33.7 $1,692 - $1,718
51 Added 0.42%
12,220 $411,000
Q2 2019

Jul 17, 2019
BUY
N/A
5 Added 0.04%
12,169 $398,000
Q4 2018

Jan 18, 2019
BUY
N/A
12,164 New
12,164 $338,000

Others Institutions Holding IHDG

# of Institutions
279
Shares Held
51.1M
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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