Avantax Advisory Services, Inc. Wisdom Tree Interest Rate Hedg Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
Shares
4 transactions
Others Institutions Holding AGZD
# of Institutions
58Shares Held
6.57MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS935KShares$20.9 Million1.52% of portfolio
-
Trilogy Capital Inc.856KShares$19.2 Million1.0% 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
-
Win Advisors, Inc485KShares$10.9 Million4.9% of portfolio