Trademark Financial Management, LLC Wisdomtree Tr Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 31,868 shares of IHDG stock, worth $1.45 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
31,868
Previous 36,138
11.82%
Holding current value
$1.45 Million
Previous $1.65 Billion
11.6%
% of portfolio
1.16%
Previous 1.34%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
251Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.71MShares$306 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$231 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$153 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$114 Million0.03% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE1.68MShares$76.7 Million2.63% of portfolio