Kestra Advisory Services, LLC Wisdom Tree Interest Rate Hedg Transaction History

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 9,408 shares of AGZD stock, worth $211,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,408
Holding current value
$211,397
% of portfolio
0.0%

Shares

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

Feb 10, 2025
BUY
$22.28 - $22.66 $209,610 - $213,185
9,408 New
9,408 $211,000
Q4 2023

Feb 14, 2024
BUY
$21.86 - $22.46 $130,263 - $133,839
5,959 Added 26.85%
28,156 $617,000
Q3 2023

Nov 09, 2023
BUY
$22.13 - $44.38 $209,814 - $420,766
9,481 Added 74.56%
22,197 $491,000
Q2 2023

Aug 11, 2023
BUY
$43.4 - $44.24 $146,518 - $149,354
3,376 Added 36.15%
12,716 $562,000
Q1 2023

May 12, 2023
BUY
$43.29 - $44.12 $404,328 - $412,080
9,340 New
9,340 $406,000
Q3 2022

Nov 01, 2022
SELL
$22.73 - $23.08 $5,046 - $5,123
-222 Reduced 0.27%
83,368 $3.8 Billion
Q2 2022

Aug 12, 2022
SELL
$22.8 - $23.36 $72,162 - $73,934
-3,165 Reduced 3.65%
83,590 $3.81 Million
Q1 2022

Apr 26, 2022
SELL
$23.0 - $23.4 $794,926 - $808,750
-34,562 Reduced 28.49%
86,755 $0
Q4 2021

Jan 20, 2022
BUY
$23.26 - $23.48 $144,235 - $145,599
6,201 Added 5.39%
121,317 $0
Q3 2021

Oct 19, 2021
BUY
$23.38 - $23.54 $185,333 - $186,601
7,927 Added 7.4%
115,116 $0
Q2 2021

Jul 28, 2021
BUY
$23.46 - $23.64 $934,224 - $941,392
39,822 Added 59.11%
107,189 $0
Q1 2021

May 10, 2021
BUY
$23.46 - $23.69 $1.58 Million - $1.6 Million
67,367 New
67,367 $0

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
  • Sector ETFs
  • Industry ETFs
More about AGZD
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