Cherry Tree Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Cherry Tree Wealth Management, LLC
- $415 Billion
- Q1 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 $77,355. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,458
Previous 3,458
-0.0%
Holding current value
$77,355
Previous $77.7 Million
0.49%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
63Shares Held
4.92MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.917KShares$20.5 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC515KShares$11.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC428KShares$9.58 Million0.0% of portfolio
-
Win Advisors, Inc383KShares$8.56 Million4.7% of portfolio
-
Barber Financial Group, Inc.298KShares$6.66 Million2.28% of portfolio