Cape Investment Advisory, Inc. Wisdom Tree Interest Rate Hedg Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 42 shares of AGZD stock, worth $947. This represents 0.0% of its overall portfolio holdings.
Number of Shares
42
Previous 42
-0.0%
Holding current value
$947
Previous $939,000
0.53%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding AGZD
# of Institutions
54Shares Held
3.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC479KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC377KShares$8.49 Million0.0% of portfolio
-
Barber Financial Group, Inc.298KShares$6.71 Million2.28% of portfolio
-
Captrust Financial Advisors Raleigh, NC226KShares$5.09 Million0.01% of portfolio
-
Mc Adam, LLC216KShares$4.88 Million0.27% of portfolio