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 $1.41 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
31,868
Previous 36,138
11.82%
Holding current value
$1.41 Million
Previous $1.65 Billion
11.6%
% of portfolio
1.16%
Previous 1.34%
Shares
4 transactions
Others Institutions Holding IHDG
# of Institutions
242Shares Held
47.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$236 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$144 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$103 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$60.3 Million0.02% of portfolio