Retirement Planning Group, LLC
PensionPosition in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1508195
LEAWOOD, KS
All Filings in AGZD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 AGZD | $655,382 | 29,180 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 AGZD | $696,679 | 31,074 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 AGZD | $734,562 | 32,940 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||