Tower Wealth Partners, Inc. Wisdom Tree Interest Rate Hedg Transaction History
Tower Wealth Partners, Inc.
- $154 Million
- Q1 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 90,605 shares of AGZD stock, worth $2.02 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
90,605
Previous 87,447
3.61%
Holding current value
$2.02 Million
Previous $1.92 Million
4.38%
% of portfolio
1.3%
Previous 1.35%
Shares
8 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.26MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$22.9 Million2.05% of portfolio
-
Trilogy Capital Inc.700KShares$15.6 Million0.91% of portfolio
-
Bank Of America Corp Charlotte, NC644KShares$14.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC643KShares$14.3 Million0.01% of portfolio
-
Win Advisors, Inc518KShares$11.6 Million5.04% of portfolio