Patriot Financial Group Insurance Agency, LLC Wisdom Tree Interest Rate Hedg Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 22, 2020	SELL	$23.8 - $24.11 $5,045 - $5,111	-212 Closed	0 $0
Q3 2019 Oct 25, 2019	SELL	$23.82 - $24.0 $2,382 - $2,400	-100 Reduced 32.05%	212 $10,000
Q2 2017 Aug 08, 2017	BUY	N/A	312	312 $15,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.12M

Call Options Held

Put Options Held

Modern Wealth Management, LLC Lenexa, KS

1.03M
Shares

$23.2 Million
1.4% of portfolio
Trilogy Capital Inc.

856K
Shares

$19.3 Million
1.0% of portfolio
Lpl Financial LLC Fort Mill, SC

634K
Shares

$14.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

614K
Shares

$13.8 Million
0.0% of portfolio
Win Advisors, Inc

459K
Shares

$10.4 Million
5.08% of portfolio

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
Sector ETFs
Industry ETFs

More about AGZD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account