Creekmur Asset Management LLC Wisdom Tree Interest Rate Hedg Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 2024
A detailed history of Creekmur Asset Management LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Creekmur Asset Management LLC holds 214 shares of AGZD stock, worth $4,827. This represents 0.0% of its overall portfolio holdings.
Number of Shares
214
Previous 212
0.94%
Holding current value
$4,827
Previous $4.73 Million
1.52%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding AGZD
# of Institutions
59Shares Held
6.12MCall Options Held
0Put Options Held
0-
Modern Wealth Management, LLC Lenexa, KS1.03MShares$23.2 Million1.4% of portfolio
-
Trilogy Capital Inc.856KShares$19.3 Million1.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC634KShares$14.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$13.8 Million0.0% of portfolio
-
Win Advisors, Inc459KShares$10.4 Million5.08% of portfolio