Modern Wealth Management, LLC Wisdom Tree Interest Rate Hedg Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,028,176 shares of AGZD stock, worth $23.1 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
1,028,176
Previous 934,950 9.97%
Holding current value
$23.1 Million
Previous $20.8 Billion 10.56%
% of portfolio
1.4%
Previous 1.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$22.11 - $22.46 $2.06 Million - $2.09 Million
93,226 Added 9.97%
1,028,176 $23.1 Billion
Q2 2024

Aug 07, 2024
SELL
$22.11 - $22.33 $2 Million - $2.02 Million
-90,441 Reduced 8.82%
934,950 $20.8 Billion
Q1 2024

May 13, 2024
BUY
$21.83 - $22.18 $2.72 Million - $2.76 Million
124,613 Added 13.83%
1,025,391 $22.8 Billion
Q4 2023

Feb 14, 2024
BUY
$21.86 - $22.46 $19.7 Million - $20.2 Million
900,778 New
900,778 $19.7 Billion

Others Institutions Holding AGZD

# of Institutions
58
Shares Held
6.53M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
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