Pacific Capital Wealth Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 298 shares of AGZD stock, worth $6,716. This represents 0.0% of its overall portfolio holdings.

Number of Shares

298

Previous 298 -0.0%

Holding current value

$6,716

Previous $6,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$22.11 - $22.33 $91,314 - $92,222	-4,130 Reduced 93.27%	298 $6,000
Q4 2023 Feb 06, 2024	BUY	$21.86 - $22.46 $96,796 - $99,452	4,428 New	4,428 $97,000
Q4 2022 Feb 14, 2023	SELL	$22.63 - $46.14 $167,235 - $340,974	-7,390 Reduced 26.19%	20,822 $904,000
Q2 2022 Aug 05, 2022	SELL	$22.8 - $23.36 $130,074 - $133,268	-5,705 Reduced 16.82%	28,212 $1.29 Million
Q3 2021 Nov 30, 2021	SELL	$23.38 - $23.54 $14,963 - $15,065	-640 Reduced 1.85%	33,917 $1.59 Million
Q1 2021 May 17, 2021	BUY	$23.46 - $23.69 $810,707 - $818,655	34,557 New	34,557 $1.63 Million
Q4 2020 Feb 16, 2021	SELL	$23.4 - $23.65 $4,680 - $4,730	-200 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$23.4 - $23.69 $4,680 - $4,738	200 New	200 $9,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

5.11M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

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Pacific Capital Wealth Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History