Win Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History
Win Advisors, Inc
- $203 Million
- Q3 2024
A detailed history of Win Advisors, Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Win Advisors, Inc holds 459,149 shares of AGZD stock, worth $10.3 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
459,149
Previous 485,240
5.38%
Holding current value
$10.3 Million
Previous $10.8 Million
4.86%
% of portfolio
5.08%
Previous 4.9%
Shares
6 transactions
Others Institutions Holding AGZD
# of Institutions
59Shares Held
6.12MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$23.1 Million1.4% of portfolio
-
Trilogy Capital Inc.856KShares$19.3 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC634KShares$14.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$13.8 Million0.0% of portfolio
-
Barber Financial Group, Inc.298KShares$6.7 Million2.28% of portfolio