Golden State Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 166 shares of AGZD stock, worth $3,690. This represents 0.0% of its overall portfolio holdings.
Number of Shares
166
Previous 332
50.0%
Holding current value
$3,690
Previous $7,000
52900.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AGZD
# of Institutions
60Shares Held
5.29MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$12.9 Million0.01% of portfolio
-
Win Advisors, Inc383KShares$8.5 Million4.7% of portfolio
-
Barber Financial Group, Inc.298KShares$6.62 Million2.28% of portfolio