Win Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History
Win Advisors, Inc
- $221 Million
- Q2 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 485,240 shares of AGZD stock, worth $10.9 Million. This represents 4.9% of its overall portfolio holdings.
Number of Shares
485,240
Previous 518,394
6.4%
Holding current value
$10.9 Million
Previous $11.4 Million
5.47%
% of portfolio
4.9%
Previous 5.04%
Shares
5 transactions
Others Institutions Holding AGZD
# of Institutions
60Shares Held
6.46MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS935KShares$20.9 Million1.52% of portfolio
-
Trilogy Capital Inc.734KShares$16.4 Million0.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC713KShares$16 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$13.9 Million0.0% of portfolio
-
Barber Financial Group, Inc.298KShares$6.66 Million2.28% of portfolio