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 $939,702. This represents 0.73% of its overall portfolio holdings.
Number of Shares
42,348
Previous 40,518
4.52%
Holding current value
$939,702
Previous $888,000
5.29%
% of portfolio
0.73%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.26MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$22.8 Million2.05% of portfolio
-
Trilogy Capital Inc.700KShares$15.5 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC644KShares$14.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC643KShares$14.3 Million0.01% of portfolio
-
Win Advisors, Inc518KShares$11.5 Million5.04% of portfolio