Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

AGZDAGZD
3 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR

Steward Partners Investment Advisory, LLC holds 6,925 shares of AGZD (WISDOMTREE TR), worth $156,574 as of 2026-Q2. This is a new position. AGZD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$156,574

Current Shares

6,925

Total Value Change

+$151,664

Total Shares Change

+6,706

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
6,925
-
$156,5740.0%$22.54
31
2024-Q4
Exited
0
-100.0%
$00.0%$21.07
0
2024-Q3
New
219
-
$4,9100.0%$20.79
23

Other major holders of AGZD: LPL Financial LLC, AE Wealth Management LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used