Institutional shares held 5.29 Million
0 calls
0 puts
Total value of holdings $118M
$0 calls
$0 puts
# of Institutions 60


Latest Institutional Activity in AGZD

Top Purchases

Q1 2025
Win Advisors, Inc Shares Held: 383K ($8.5M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 111K ($2.46M)
Q1 2025
Fermata Advisors, LLC Shares Held: 21.2K ($472K)
Q1 2025
Sovran Advisors, LLC Shares Held: 17.9K ($399K)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 30K ($667K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 32.8K ($729K)
Q1 2025
True Mark Investments, LLC Shares Held: 11K ($245K)
Q1 2025
Interactive Financial Advisors Shares Held: 20.9K ($465K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 166 ($3.69K)
Q1 2025
Pfg Investments, LLC Shares Held: 12.5K ($277K)

About AGZD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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