Envestnet Asset Management Inc Wisdom Tree Interest Rate Hedg Transaction History
Envestnet Asset Management Inc
- $281 Billion
- Q2 2024
A detailed history of Envestnet Asset Management Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Envestnet Asset Management Inc holds 27,733 shares of AGZD stock, worth $620,941. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,733
Previous 14,434
92.14%
Holding current value
$620,941
Previous $318,000
94.34%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding AGZD
# of Institutions
60Shares Held
6.46MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS935KShares$20.9 Million1.52% of portfolio
-
Trilogy Capital Inc.734KShares$16.4 Million0.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC713KShares$16 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$13.9 Million0.0% of portfolio
-
Win Advisors, Inc485KShares$10.9 Million4.9% of portfolio