Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$43.4 - $44.24 $143,003 - $145,770
3,295 Added 1.54%
217,695 $9.63 Million
Q1 2023

Apr 25, 2023

BUY
$43.29 - $44.12 $1.15 Million - $1.17 Million
26,479 Added 14.09%
214,400 $9.33 Million
Q4 2022

Feb 03, 2023

SELL
$43.4 - $46.14 $541,675 - $575,873
-12,481 Reduced 6.23%
187,921 $8.17 Million
Q3 2022

Nov 07, 2022

BUY
N/A
11,683 Added 6.19%
200,402 $9.13 Million
Q2 2022

Jul 28, 2022

BUY
N/A
6,838 Added 3.76%
188,719 $8.6 Million
Q1 2022

May 12, 2022

BUY
N/A
181,881 New
181,881 $8.45 Million

Others Institutions Holding AGZD

About WISDOM TREE INTEREST RATE HEDG


  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
Track This Portfolio

Track D.A. Davidson & Co. Portfolio

Follow D.A. Davidson & Co. 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 D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.