Clear Point Advisors Inc. Wisdom Tree Interest Rate Hedg Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

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 1,903 shares of AGZD stock, worth $42,627. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,903
Previous 1,885 0.95%
Holding current value
$42,627
Previous $42 Million 1.51%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$22.11 - $22.46 $397 - $404
18 Added 0.95%
1,903 $42.7 Million
Q2 2024

Aug 14, 2024
SELL
$22.11 - $22.33 $9,927 - $10,026
-449 Reduced 19.24%
1,885 $42 Million
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

# of Institutions
59
Shares Held
6.12M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
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