Retirement Planning Group Wisdom Tree Interest Rate Hedg Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Retirement Planning Group holds 31,074 shares of AGZD stock, worth $697,300. This represents 0.04% of its overall portfolio holdings.
Number of Shares
31,074
Previous 32,940
5.66%
Holding current value
$697,300
Previous $734,000
5.18%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
59Shares Held
6.12MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$23.1 Million1.4% of portfolio
-
Trilogy Capital Inc.856KShares$19.2 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC634KShares$14.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$13.8 Million0.0% of portfolio
-
Win Advisors, Inc459KShares$10.3 Million5.08% of portfolio