Modern Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,025,391 shares of AGZD stock, worth $22.9 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
1,025,391
Previous 900,778
13.83%
Holding current value
$22.9 Million
Previous $19.7 Billion
15.5%
% of portfolio
2.05%
Previous 2.64%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.26MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.700KShares$15.6 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC644KShares$14.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC643KShares$14.3 Million0.01% of portfolio
-
Win Advisors, Inc518KShares$11.6 Million5.04% of portfolio
-
Barber Financial Group, Inc.298KShares$6.64 Million2.28% of portfolio