Capital Investment Advisory Services, LLC Wisdom Tree Interest Rate Hedg Transaction History

Capital Investment Advisory Services, LLC

$988 Million
Q3 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 2,300 shares of AGZD stock, worth $51,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,300

Previous 103,674 97.78%

Holding current value

$51,933

Previous $2.31 Million 97.79%

% of portfolio

0.01%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$22.11 - $22.46 $2.24 Million - $2.28 Million	-101,374 Reduced 97.78%	2,300 $51,000
Q2 2024 Aug 14, 2024	BUY	$22.11 - $22.33 $18,749 - $18,935	848 Added 0.82%	103,674 $2.31 Million
Q1 2024 Apr 25, 2024	SELL	$21.83 - $22.18 $78,697 - $79,958	-3,605 Reduced 3.39%	102,826 $2.27 Million
Q4 2023 Feb 01, 2024	BUY	$21.86 - $22.46 $1,726 - $1,774	79 Added 0.07%	106,431 $2.33 Million
Q3 2023 Nov 02, 2023	BUY	$22.13 - $44.38 $1.68 Million - $3.37 Million	76,005 Added 250.45%	106,352 $2.36 Million
Q2 2023 Jul 28, 2023	BUY	$43.4 - $44.24 $356,140 - $363,033	8,206 Added 37.06%	30,347 $1.34 Million
Q4 2022 Feb 03, 2023	BUY	$22.63 - $46.14 $501,050 - $1.02 Million	22,141 New	22,141 $962,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.12M

Call Options Held

Put Options Held

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Capital Investment Advisory Services, LLC Wisdom Tree Interest Rate Hedg Transaction History