Marshall & Sterling Wealth Advisors Inc.
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 2056315
POUGHKEEPSIE, NY
All Filings in AGZD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 AGZD | $2,592 | 116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AGZD | $2,605 | 116 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||