Avantax Advisory Services, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 124,746 shares of AGZD stock, worth $2.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
124,746
Holding current value
$2.8 Million
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.28 - $22.66 $2.78 Million - $2.83 Million
124,746 New
124,746 $2.8 Million
Q2 2022

Aug 02, 2022
SELL
$22.8 - $23.36 $473,715 - $485,350
-20,777 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$23.0 - $23.4 $67,689 - $68,866
2,943 Added 16.5%
20,777 $967,000
Q4 2021

Jan 24, 2022
BUY
$23.26 - $23.48 $144,537 - $145,904
6,214 Added 53.48%
17,834 $833,000
Q3 2021

Oct 21, 2021
BUY
$23.38 - $23.54 $271,675 - $273,534
11,620 New
11,620 $543,000

Others Institutions Holding AGZD

# of Institutions
61
Shares Held
5.64M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
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