Marshall & Sterling Wealth Advisors Inc. Wisdom Tree Interest Rate Hedg Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 116 shares of AGZD stock, worth $2,594. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 116
-0.0%
Holding current value
$2,594
Previous $2.59 Million
0.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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