Institute For Wealth Management, Llc. Wisdom Tree Interest Rate Hedg Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
63Shares Held
4.92MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.917KShares$20.5 Million1.1% of portfolio
-
Bank Of America Corp Charlotte, NC515KShares$11.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC428KShares$9.58 Million0.0% of portfolio
-
Win Advisors, Inc383KShares$8.56 Million4.7% of portfolio
-
Barber Financial Group, Inc.298KShares$6.66 Million2.28% of portfolio