Retirement Planning Group Wisdom Tree Interest Rate Hedg Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
A detailed history of Retirement Planning Group transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Retirement Planning Group holds 29,180 shares of AGZD stock, worth $657,717. This represents 0.04% of its overall portfolio holdings.
Number of Shares
29,180
Previous 31,074
6.1%
Holding current value
$657,717
Previous $696,000
5.89%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding AGZD
# of Institutions
63Shares Held
5.11MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$20.3 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$13 Million0.01% of portfolio
-
Barber Financial Group, Inc.298KShares$6.71 Million2.28% of portfolio
-
Envestnet Asset Management Inc262KShares$5.92 Million0.0% of portfolio