Creekmur Asset Management LLC Wisdom Tree Interest Rate Hedg Transaction History
Creekmur Asset Management LLC
- $292 Billion
- Q1 2024
A detailed history of Creekmur Asset Management LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Creekmur Asset Management LLC holds 314 shares of AGZD stock, worth $6,983. This represents 0.0% of its overall portfolio holdings.
Number of Shares
314
Previous 208
50.96%
Holding current value
$6,983
Previous $4.55 Million
52.32%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.26MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$22.8 Million2.05% of portfolio
-
Trilogy Capital Inc.700KShares$15.6 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC644KShares$14.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC643KShares$14.3 Million0.01% of portfolio
-
Win Advisors, Inc518KShares$11.5 Million5.04% of portfolio