Vahanian & Associates Financial Planning Inc. Wisdom Tree Interest Rate Hedg Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$43.29 - $44.12 $53,333 - $54,355	-1,232 Reduced 12.96%	8,276 $360,000
Q3 2022 Nov 02, 2022	BUY	N/A	9,508 New	9,508 $433,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.26M

Call Options Held

Put Options Held

Modern Wealth Management, LLC Lenexa, KS

1.03M
Shares

$22.9 Million
2.05% of portfolio
Trilogy Capital Inc.

700K
Shares

$15.6 Million
0.91% of portfolio
Bank Of America Corp Charlotte, NC

644K
Shares

$14.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

643K
Shares

$14.3 Million
0.01% of portfolio
Win Advisors, Inc

518K
Shares

$11.6 Million
5.04% of portfolio

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