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

Tower Wealth Partners, Inc.

$186 Million
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

61

Shares Held

4.88M

Call Options Held

0

Put Options Held

0

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