Win Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History
Win Advisors, Inc
- $201 Million
- Q4 2024
A detailed history of Win Advisors, Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Win Advisors, Inc holds 41,271 shares of AGZD stock, worth $912,914. This represents 0.46% of its overall portfolio holdings.
Number of Shares
41,271
Previous 459,149
91.01%
Holding current value
$912,914
Previous $10.3 Million
91.0%
% of portfolio
0.46%
Previous 5.08%
Shares
7 transactions
Others Institutions Holding AGZD
# of Institutions
61Shares Held
4.95MCall Options Held
0Put Options Held
0-
Trilogy Capital Inc.900KShares$19.9 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC599KShares$13.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$12.8 Million0.01% of portfolio
-
Barber Financial Group, Inc.298KShares$6.58 Million2.28% of portfolio
-
Envestnet Asset Management Inc262KShares$5.8 Million0.0% of portfolio