Modern Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 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 200,309 shares of AGZD stock, worth $4.51 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
200,309
Previous 1,028,176
80.52%
Holding current value
$4.51 Million
Previous $23.1 Billion
80.39%
% of portfolio
0.16%
Previous 1.4%
Shares
5 transactions
Others Institutions Holding AGZD
# of Institutions
65Shares Held
5.17MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20.3 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$13 Million0.01% of portfolio
-
Barber Financial Group, Inc.298KShares$6.71 Million2.28% of portfolio
-
Envestnet Asset Management Inc262KShares$5.92 Million0.0% of portfolio