Pacific Capital Wealth Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 4,428 shares of AGZD stock, worth $98,478. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,428
Previous 4,428 -0.0%
Holding current value
$98,478
Previous $97,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$21.86 - $22.46 $96,796 - $99,452
4,428 New
4,428 $97,000
Q4 2022

Feb 14, 2023
SELL
$43.4 - $46.14 $320,726 - $340,974
-7,390 Reduced 26.19%
20,822 $904,000
Q2 2022

Aug 05, 2022
SELL
N/A
-5,705 Reduced 16.82%
28,212 $1.29 Million
Q3 2021

Nov 30, 2021
SELL
N/A
-640 Reduced 1.85%
33,917 $1.59 Million
Q1 2021

May 17, 2021
BUY
N/A
34,557 New
34,557 $1.63 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-200 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
N/A
200 New
200 $9,000

Others Institutions Holding AGZD

# of Institutions
58
Shares Held
6.26M
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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