Cherry Tree Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,458 shares of AGZD stock, worth $77,805. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,458
Previous 3,458
-0.0%
Holding current value
$77,805
Previous $77.1 Million
0.54%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
59Shares Held
6.12MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$23.1 Million1.4% of portfolio
-
Trilogy Capital Inc.856KShares$19.3 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC634KShares$14.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$13.8 Million0.0% of portfolio
-
Win Advisors, Inc459KShares$10.3 Million5.08% of portfolio