A detailed history of Clear Point Advisors Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,334 shares of AGZD stock, worth $51,908. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,334
Previous 2,313 0.91%
Holding current value
$51,908
Previous $50.7 Million 1.64%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 15, 2024

BUY
$21.83 - $22.18 $458 - $465
21 Added 0.91%
2,334 $51.5 Million
Q4 2023

May 15, 2024

BUY
$21.86 - $22.46 $50,562 - $51,949
2,313 New
2,313 $50.7 Million

Others Institutions Holding AGZD

About WISDOM TREE INTEREST RATE HEDG


  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.