Synergy Asset Management, LLC Wisdom Tree Interest Rate Hedg Transaction History

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

A detailed history of Synergy Asset Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Synergy Asset Management, LLC holds 97 shares of AGZD stock, worth $2,186. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,186

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$22.28 - $22.66 $2,161 - $2,198	97 New	97 $2,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

5.11M

Call Options Held

Put Options Held

Trilogy Capital Inc.

900K
Shares

$20.3 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

599K
Shares

$13.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

579K
Shares

$13 Million
0.01% of portfolio
Barber Financial Group, Inc.

298K
Shares

$6.71 Million
2.28% of portfolio
Envestnet Asset Management Inc

262K
Shares

$5.92 Million
0.0% of portfolio

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About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Synergy Asset Management, LLC Wisdom Tree Interest Rate Hedg Transaction History