Acorn Financial Advisory Services Inc Wisdomtree Yield Enhanced U.S. Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,241 shares of AGGY stock, worth $227,144. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,241

Previous 5,241 -0.0%

Holding current value

$227,144

Previous $234,000 4.27%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$42.1 - $43.44 $17,471 - $18,027	415 Added 8.6%	5,241 $225,000
Q4 2023 Jan 17, 2024	BUY	$40.67 - $44.21 $196,273 - $213,357	4,826 New	4,826 $212,000
Q2 2022 Jul 12, 2022	SELL	$43.6 - $47.89 $207,187 - $227,573	-4,752 Closed	0 $0
Q3 2020 Oct 15, 2020	SELL	$53.76 - $54.71 $268 - $273	-5 Reduced 0.11%	4,752 $256,000
Q1 2020 Apr 15, 2020	BUY	$47.17 - $54.55 $224,387 - $259,494	4,757 New	4,757 $246,000

Others Institutions Holding AGGY

# of Institutions

172

Shares Held

20.5M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Acorn Financial Advisory Services Inc Wisdomtree Yield Enhanced U.S. Transaction History