Capital Analysts, LLC Wisdom Tree Interest Rate Hedg Transaction History

Capital Analysts, LLC

  • $2.14 Billion
  • Q1 2024

A detailed history of Capital Analysts, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Capital Analysts, LLC holds 57,839 shares of AGZD stock, worth $1.29 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
57,839
Previous 56,080 3.14%
Holding current value
$1.29 Million
Previous $1.23 Million 3.91%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$21.83 - $22.18 $38,398 - $39,014
1,759 Added 3.14%
57,839 $1.28 Million
Q4 2023

Jan 30, 2024
BUY
$21.86 - $22.46 $41,730 - $42,876
1,909 Added 3.52%
56,080 $1.23 Million
Q3 2023

Nov 13, 2023
BUY
$22.13 - $44.38 $856,054 - $1.72 Million
38,683 Added 249.76%
54,171 $1.2 Million
Q2 2023

Aug 11, 2023
SELL
$43.4 - $44.24 $18,097 - $18,448
-417 Reduced 2.62%
15,488 $685,000
Q1 2023

May 05, 2023
BUY
$43.29 - $44.12 $30,779 - $31,369
711 Added 4.68%
15,905 $692,000
Q4 2022

Feb 08, 2023
BUY
$43.4 - $46.14 $180,500 - $191,896
4,159 Added 37.69%
15,194 $660,000
Q3 2022

Nov 14, 2022
BUY
N/A
11,035 New
11,035 $503,000

Others Institutions Holding AGZD

# of Institutions
58
Shares Held
6.26M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
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More about AGZD
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