Sovran Advisors, LLC Wisdom Tree Interest Rate Hedg Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Sovran Advisors, LLC holds 12,552 shares of AGZD stock, worth $282,420. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,552

Holding current value

$282,420

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$22.28 - $22.66 $279,658 - $284,428	12,552 New	12,552 $283 Million

Others Institutions Holding AGZD

# of Institutions

Shares Held

5.63M

Call Options Held

Put Options Held

Modern Wealth Management, LLC Lenexa, KS

1.03M
Shares

$23.1 Million
1.4% of portfolio
Trilogy Capital Inc.

900K
Shares

$20.2 Million
1.07% of portfolio
Lpl Financial LLC Fort Mill, SC

634K
Shares

$14.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$13.8 Million
0.0% of portfolio
Barber Financial Group, Inc.

298K
Shares

$6.7 Million
2.28% of portfolio

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
Sector ETFs
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Sovran Advisors, LLC Wisdom Tree Interest Rate Hedg Transaction History