Cherry Tree Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 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 $76,905. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,458
Previous 3,458
-0.0%
Holding current value
$76,905
Previous $75.8 Million
0.73%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.26MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$22.8 Million2.05% of portfolio
-
Trilogy Capital Inc.700KShares$15.6 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC644KShares$14.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC643KShares$14.3 Million0.01% of portfolio
-
Win Advisors, Inc518KShares$11.5 Million5.04% of portfolio