Creekmur Asset Management LLC Wisdom Tree Interest Rate Hedg Transaction History
Creekmur Asset Management LLC
- $477 Billion
- Q1 2025
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 218 shares of AGZD stock, worth $4,876. This represents 0.0% of its overall portfolio holdings.
Number of Shares
218
Previous 216
0.93%
Holding current value
$4,876
Previous $4.85 Million
0.52%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding AGZD
# of Institutions
63Shares Held
4.92MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.917KShares$20.5 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC515KShares$11.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC428KShares$9.58 Million0.0% of portfolio
-
Win Advisors, Inc383KShares$8.56 Million4.7% of portfolio
-
Barber Financial Group, Inc.298KShares$6.66 Million2.28% of portfolio