Independent Advisor Alliance Wisdom Tree Interest Rate Hedg Call Options Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AGZD
# of Institutions
65Shares Held
5.07MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20.3 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$13.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC579KShares$13.1 Million0.01% of portfolio
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Barber Financial Group, Inc.298KShares$6.72 Million2.28% of portfolio
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Envestnet Asset Management Inc262KShares$5.93 Million0.0% of portfolio