Creative Financial Designs Inc Wisdom Tree Interest Rate Hedg Transaction History

Creative Financial Designs Inc

$1.16 Billion
Q3 2024

A detailed history of Creative Financial Designs Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Creative Financial Designs Inc holds 14,770 shares of AGZD stock, worth $333,211. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,770

Previous 14,188 4.1%

Holding current value

$333,211

Previous $316,000 4.75%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$22.11 - $22.46 $12,868 - $13,071	582 Added 4.1%	14,770 $331,000
Q2 2024 Aug 06, 2024	BUY	$22.11 - $22.33 $4,842 - $4,890	219 Added 1.57%	14,188 $316,000
Q1 2024 May 01, 2024	BUY	$21.83 - $22.18 $63,983 - $65,009	2,931 Added 26.55%	13,969 $308,000
Q4 2023 Jan 10, 2024	SELL	$21.86 - $22.46 $279,152 - $286,814	-12,770 Reduced 53.64%	11,038 $241,000
Q3 2023 Nov 14, 2023	BUY	$22.13 - $44.38 $258,810 - $519,024	11,695 Added 96.55%	23,808 $527,000
Q2 2023 Jul 26, 2023	SELL	$43.4 - $44.24 $116,181 - $118,430	-2,677 Reduced 18.1%	12,113 $535,000
Q1 2023 Apr 25, 2023	BUY	$43.29 - $44.12 $226,276 - $230,615	5,227 Added 54.66%	14,790 $643,000
Q4 2022 Feb 01, 2023	BUY	$22.63 - $46.14 $216,410 - $441,236	9,563 New	9,563 $415,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.12M

Call Options Held

Put Options Held

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
Sector ETFs
Industry ETFs

More about AGZD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Account

Creative Financial Designs Inc Wisdom Tree Interest Rate Hedg Transaction History