Tower Wealth Partners, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Tower Wealth Partners, Inc.

$171 Million
Q3 2024

A detailed history of Tower Wealth Partners, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 70,708 shares of AGZD stock, worth $1.59 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

70,708

Previous 69,275 2.07%

Holding current value

$1.59 Million

Previous $1.54 Million 2.66%

% of portfolio

0.92%

Previous 0.96%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$22.11 - $22.46 $31,683 - $32,185	1,433 Added 2.07%	70,708 $1.59 Million
Q2 2024 Aug 09, 2024	SELL	$22.11 - $22.33 $471,606 - $476,298	-21,330 Reduced 23.54%	69,275 $1.54 Million
Q1 2024 Apr 18, 2024	BUY	$21.83 - $22.18 $68,939 - $70,044	3,158 Added 3.61%	90,605 $2 Million
Q4 2023 Jan 22, 2024	BUY	$21.86 - $22.46 $229,289 - $235,582	10,489 Added 13.63%	87,447 $1.92 Million
Q3 2023 Oct 25, 2023	BUY	$22.13 - $44.38 $873,006 - $1.75 Million	39,449 Added 105.17%	76,958 $1.71 Million
Q2 2023 Jul 31, 2023	BUY	$43.4 - $44.24 $347 - $353	8 Added 0.02%	37,509 $1.66 Million
Q1 2023 May 04, 2023	BUY	$43.29 - $44.12 $2,207 - $2,250	51 Added 0.14%	37,501 $1.63 Million
Q4 2022 Jan 31, 2023	BUY	$22.63 - $46.14 $5,272 - $10,750	233 Added 0.63%	37,450 $1.63 Million
Q3 2022 Nov 14, 2022	SELL	$22.73 - $23.08 $105,353 - $106,975	-4,635 Reduced 11.07%	37,217 $1.69 Million
Q2 2022 Aug 15, 2022	BUY	$22.8 - $23.36 $954,225 - $977,662	41,852 New	41,852 $1.91 Million

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.12M

Call Options Held

Put Options Held

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Tower Wealth Partners, Inc. Wisdom Tree Interest Rate Hedg Transaction History