Raymond James Financial Services Advisors, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 07, 2019	SELL	$23.82 - $24.0 $238,200 - $240,000	-10,000 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	N/A	-1,000 Reduced 9.09%	10,000 $476,000
Q1 2019 May 06, 2019	SELL	N/A	-550 Reduced 4.76%	11,000 $525,000
Q3 2018 Nov 14, 2018	BUY	N/A	11,550 New	11,550 $554,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

4.97M

Call Options Held

Put Options Held

Trilogy Capital Inc.

917K
Shares

$20.5 Million
1.1% of portfolio
Bank Of America Corp Charlotte, NC

515K
Shares

$11.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

428K
Shares

$9.56 Million
0.0% of portfolio
Win Advisors, Inc

383K
Shares

$8.53 Million
4.7% of portfolio
Barber Financial Group, Inc.

298K
Shares

$6.64 Million
2.28% of portfolio

View Full List

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