Lee Financial Group Hawaii, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Lee Financial Group Hawaii, Inc.

  • $128 Million
  • Q1 2024

A detailed history of Lee Financial Group Hawaii, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 42,348 shares of AGZD stock, worth $952,830. This represents 0.73% of its overall portfolio holdings.

Number of Shares
42,348
Previous 40,518 4.52%
Holding current value
$952,830
Previous $888,000 5.29%
% of portfolio
0.73%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$21.83 - $22.18 $39,948 - $40,589
1,830 Added 4.52%
42,348 $935,000
Q4 2023

Jan 23, 2024
BUY
$21.86 - $22.46 $75,417 - $77,487
3,450 Added 9.31%
40,518 $888,000
Q3 2023

Oct 18, 2023
BUY
$22.13 - $44.38 $407,767 - $817,745
18,426 Added 98.84%
37,068 $821,000
Q2 2023

Aug 02, 2023
BUY
$43.4 - $44.24 $809,062 - $824,722
18,642 New
18,642 $824,000

Others Institutions Holding AGZD

# of Institutions
59
Shares Held
6.12M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
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