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Wisdomtree Tr barclays zero shares owned by Lee Financial Group Hawaii

Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by Lee Financial Group Hawaii from 13F filings

Historical chart of Lee Financial Group Hawaii investment in Wisdomtree Tr barclays zero

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All positions including Wisdomtree Tr barclays zero held by Lee Financial Group Hawaii consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays zero by Lee Financial Group Hawaii

Quarter filed Position value Share count Share price at filing
2024-03-31 $935k 42k 22.08
2023-12-31 $888k 41k 21.92
2023-09-30 $821k 37k 22.16
2023-06-30 $825k 19k 44.24

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Spdr Ser Tr Aerospace Def (XAR)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Oneok (OKE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Costco Wholesale Corporation (COST)
First Hawaiian (FHB)

View all positions for Lee Financial Group Hawaii

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