Golden State Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 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 $3,743. This represents 0.0% of its overall portfolio holdings.
Number of Shares
166
Previous 166
-0.0%
Holding current value
$3,743
Previous $3.71 Million
0.54%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AGZD
# of Institutions
54Shares Held
3.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC479KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC377KShares$8.49 Million0.0% of portfolio
-
Barber Financial Group, Inc.298KShares$6.71 Million2.28% of portfolio
-
Captrust Financial Advisors Raleigh, NC226KShares$5.09 Million0.01% of portfolio
-
Mc Adam, LLC216KShares$4.88 Million0.27% of portfolio