Clear Point Advisors Inc. Wisdom Tree Interest Rate Hedg Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Clear Point Advisors Inc. holds 1,885 shares of AGZD stock, worth $42,299. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,885
Previous 2,334
19.24%
Holding current value
$42,299
Previous $51.5 Million
18.44%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.53MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$23.1 Million1.4% of portfolio
-
Trilogy Capital Inc.856KShares$19.2 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC713KShares$16 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$13.9 Million0.0% of portfolio
-
Win Advisors, Inc459KShares$10.3 Million5.08% of portfolio