Gladstone Institutional Advisory LLC Wisdom Tree Interest Rate Hedg Transaction History
Gladstone Institutional Advisory LLC
- $2.1 Billion
- Q4 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 48,629 shares of AGZD stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
48,629
Previous 82,834
41.29%
Holding current value
$1.09 Million
Previous $1.86 Million
41.2%
% of portfolio
0.05%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding AGZD
# of Institutions
63Shares Held
5.11MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20.2 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$13 Million0.01% of portfolio
-
Barber Financial Group, Inc.298KShares$6.67 Million2.28% of portfolio
-
Envestnet Asset Management Inc262KShares$5.88 Million0.0% of portfolio