Comprehensive Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 19,445 shares of HYZD stock, worth $436,345. This represents 0.34% of its overall portfolio holdings.

Number of Shares
19,445
Previous 22,995 15.44%
Holding current value
$436,345
Previous $514,000 14.98%
% of portfolio
0.34%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$22.25 - $22.65 $78,987 - $80,407
-3,550 Reduced 15.44%
19,445 $437,000
Q2 2025

Aug 11, 2025
BUY
$21.04 - $22.42 $483,814 - $515,547
22,995 New
22,995 $514,000

Others Institutions Holding HYZD

# of Institutions
63
Shares Held
5.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

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