Institute For Wealth Management, Llc. Wisdom Tree Interest Rate Hedg Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding AGZD
# of Institutions
53Shares Held
3.36MCall 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
- 
    
      Mc Adam, LLC244KShares$5.51 Million0.28% of portfolio
- 
    
      Captrust Financial Advisors Raleigh, NC226KShares$5.09 Million0.01% of portfolio