Aspire Wealth Management Corp IHDG Holdings History
Aspire Wealth Management Corp's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 130,045.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $5.94 Mil. This investment constitutes 3.2% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.21% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 5 purchases of IHDG, at an average price of $44.02, for a total of 145,406.00 shares. In addition, there have been 6 sales at an average price of $40.31 for 15,361.00 shares. Based on historical transaction data and IHDG's current price of $45.44, Aspire Wealth Management Corp's estimated gain on his IHDG holdings is $127,674.69, reflecting a 1.99% gain to date.
Aspire Wealth Management Corp IHDG ($45.44) Holding Chart
Aspire Wealth Management Corp IHDG ($45.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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