Captrust Financial Advisors Wisdom Tree Interest Rate Hedg Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Captrust Financial Advisors holds 238,936 shares of AGZD stock, worth $5.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
238,936
Previous 249,529 4.25%
Holding current value
$5.33 Million
Previous $5.47 Million 3.55%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2024
SELL
$21.83 - $22.18 $231,245 - $234,952
-10,593 Reduced 4.25%
238,936 $5.28 Million
Q4 2023

Feb 14, 2024
SELL
$21.86 - $22.46 $423,493 - $435,117
-19,373 Reduced 7.2%
249,529 $5.47 Million
Q3 2023

Nov 14, 2023
BUY
$22.13 - $44.38 $3.25 Million - $6.52 Million
146,840 Added 120.3%
268,902 $5.96 Million
Q2 2023

Aug 14, 2023
BUY
$43.4 - $44.24 $5.3 Million - $5.4 Million
122,062 New
122,062 $5.4 Million

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
  • Sector ETFs
  • Industry ETFs
More about AGZD
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