Adamsbrown Wealth Consultants LLC Wisdom Tree Interest Rate Hedg Call Options Transaction History
Adamsbrown Wealth Consultants LLC
- $247 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.26MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$22.8 Million2.05% of portfolio
-
Trilogy Capital Inc.700KShares$15.5 Million0.91% of portfolio
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Bank Of America Corp Charlotte, NC644KShares$14.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC643KShares$14.3 Million0.01% of portfolio
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Win Advisors, Inc518KShares$11.5 Million5.04% of portfolio