H&H Retirement Design & Management Inc Wisdom Tree Interest Rate Hedg Transaction History
H&H Retirement Design & Management Inc
- $179 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
4.12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC515KShares$11.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC428KShares$9.57 Million0.0% of portfolio
-
Win Advisors, Inc383KShares$8.55 Million4.7% of portfolio
-
Barber Financial Group, Inc.298KShares$6.65 Million2.28% of portfolio
-
Captrust Financial Advisors Raleigh, NC228KShares$5.1 Million0.01% of portfolio