Silver Oak Securities, Inc Wisdom Tree Interest Rate Hedg Transaction History

Silver Oak Securities, Inc

  • $630 Million
  • Q1 2024

A detailed history of Silver Oak Securities, Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Silver Oak Securities, Inc holds 116,686 shares of AGZD stock, worth $2.6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
116,686
Previous 120,362 3.05%
Holding current value
$2.6 Million
Previous $2.64 Million 2.35%
% of portfolio
0.41%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$21.83 - $22.18 $80,247 - $81,533
-3,676 Reduced 3.05%
116,686 $2.58 Million
Q4 2023

Feb 05, 2024
SELL
$21.86 - $22.46 $2.09 Million - $2.15 Million
-95,599 Reduced 44.27%
120,362 $2.64 Million
Q3 2023

Nov 20, 2023
BUY
$22.13 - $44.38 $361,449 - $724,858
16,333 Added 8.18%
215,961 $4.79 Million
Q2 2023

Aug 02, 2023
BUY
$43.4 - $44.24 $2.59 Million - $2.64 Million
59,749 Added 42.71%
199,628 $8.83 Million
Q1 2023

May 05, 2023
SELL
$43.29 - $44.12 $1.5 Million - $1.53 Million
-34,601 Reduced 19.83%
139,879 $6.09 Million
Q4 2022

Feb 02, 2023
SELL
$43.4 - $46.14 $161,448 - $171,640
-3,720 Reduced 2.09%
174,480 $7.58 Million
Q3 2022

Oct 23, 2023
BUY
N/A
16,333 Added 8.18%
215,961 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-1,371 Reduced 0.76%
178,200 $8.12 Million
Q2 2022

Aug 15, 2022
BUY
N/A
60,092 Added 50.3%
179,571 $8.22 Million
Q1 2022

May 10, 2022
BUY
N/A
119,479 New
119,479 $5.56 Million

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
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email