Marshall & Sterling Wealth Advisors Inc. Wisdom Tree Interest Rate Hedg Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
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 $2,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116Holding current value
$2,565% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AGZD
# of Institutions
62Shares Held
5.06MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$19.9 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$12.8 Million0.01% of portfolio
-
Barber Financial Group, Inc.298KShares$6.58 Million2.28% of portfolio
-
Envestnet Asset Management Inc262KShares$5.8 Million0.0% of portfolio