Connectus Wealth, LLC Wisdom Tree Interest Rate Hedg Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Connectus Wealth, LLC holds 14,272 shares of AGZD stock, worth $318,551. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,272
Previous 14,243
0.2%
Holding current value
$318,551
Previous $312,000
0.96%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AGZD
# of Institutions
64Shares Held
5.11MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20.1 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$12.9 Million0.01% of portfolio
-
Barber Financial Group, Inc.298KShares$6.64 Million2.28% of portfolio
-
Envestnet Asset Management Inc262KShares$5.86 Million0.0% of portfolio