Cliftonlarsonallen Wealth Advisors, LLC Wisdom Tree Interest Rate Hedg Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.39 Billion
  • Q1 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 18,188 shares of AGZD stock, worth $404,501. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,188
Previous 18,188 -0.0%
Holding current value
$404,501
Previous $398,000 0.75%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023
BUY
$22.13 - $44.38 $88,520 - $177,520
4,000 Added 28.19%
18,188 $403,000
Q2 2023

Jul 14, 2023
SELL
$43.4 - $44.24 $243,604 - $248,319
-5,613 Reduced 28.35%
14,188 $627,000
Q1 2023

Apr 12, 2023
SELL
$43.29 - $44.12 $15.4 Million - $15.7 Million
-355,873 Reduced 94.73%
19,801 $861,000
Q4 2022

Jan 19, 2023
BUY
$43.4 - $46.14 $13.7 Million - $14.6 Million
315,743 Added 526.84%
375,674 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-15,524 Reduced 20.57%
59,931 $2.73 Million
Q2 2022

Jul 08, 2022
BUY
N/A
24,215 Added 47.26%
75,455 $3.44 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-43,422 Reduced 45.87%
51,240 $2.38 Million
Q4 2021

Jan 26, 2022
BUY
N/A
94,662 New
94,662 $4.42 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-161,362 Closed
0 $0
Q4 2018

Jan 22, 2019
BUY
N/A
144,708 Added 868.91%
161,362 $7.63 Million
Q3 2018

Nov 05, 2018
BUY
N/A
16,654 New
16,654 $799,000

Others Institutions Holding AGZD

# of Institutions
58
Shares Held
6.26M
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
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC 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 Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email