Modern Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Modern Wealth Management, LLC holds 934,950 shares of AGZD stock, worth $20.9 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
934,950
Previous 1,025,391 8.82%
Holding current value
$20.9 Million
Previous $22.8 Billion 8.57%
% of portfolio
1.52%
Previous 2.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$22.11 - $22.33 $2 Million - $2.02 Million
-90,441 Reduced 8.82%
934,950 $20.8 Billion
Q1 2024

May 13, 2024
BUY
$21.83 - $22.18 $2.72 Million - $2.76 Million
124,613 Added 13.83%
1,025,391 $22.8 Billion
Q4 2023

Feb 14, 2024
BUY
$21.86 - $22.46 $19.7 Million - $20.2 Million
900,778 New
900,778 $19.7 Billion

Others Institutions Holding AGZD

# of Institutions
58
Shares Held
6.45M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email