Cherry Tree Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
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 $77,977. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,458
Previous 3,458
-0.0%
Holding current value
$77,977
Previous $77.3 Million
0.54%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
54Shares Held
3.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC479KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC377KShares$8.49 Million0.0% of portfolio
-
Barber Financial Group, Inc.298KShares$6.71 Million2.28% of portfolio
-
Captrust Financial Advisors Raleigh, NC226KShares$5.09 Million0.01% of portfolio
-
Mc Adam, LLC216KShares$4.88 Million0.27% of portfolio