Urban Wealth Management, LLC Wisdomtree Tr Transaction History

Urban Wealth Management, LLC

$29.7 Million
Q2 2022

A detailed history of Urban Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Urban Wealth Management, LLC holds 5,446 shares of IHDG stock, worth $241,856. This represents 0.69% of its overall portfolio holdings.

Number of Shares

5,446

Holding current value

$241,856

% of portfolio

0.69%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$37.42 - $43.67 $203,789 - $237,826	5,446 New	5,446 $204,000

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$301 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$259 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$149 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$74.7 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$66.9 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Urban Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Urban Wealth Management, LLC with notifications on news.

Account

Urban Wealth Management, LLC Wisdomtree Tr Transaction History