Aj Wealth Strategies, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 23,947 shares of AGGY stock, worth $1.06 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,947
Previous 26,130 8.35%
Holding current value
$1.06 Million
Previous $1.14 Million 9.64%
% of portfolio
0.05%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$42.79 - $44.17 $93,410 - $96,423
-2,183 Reduced 8.35%
23,947 $1.03 Million
Q1 2023

Apr 28, 2023
SELL
$42.44 - $44.52 $469,131 - $492,124
-11,054 Reduced 29.73%
26,130 $1.14 Million
Q4 2022

Jan 25, 2023
SELL
$41.0 - $43.97 $65.1 Million - $69.8 Million
-1,588,177 Reduced 97.71%
37,184 $1.59 Million
Q3 2022

Oct 27, 2022
SELL
$41.91 - $46.15 $10.6 Million - $11.6 Million
-251,751 Reduced 13.41%
1,625,361 $68.6 Million
Q2 2022

Aug 04, 2022
BUY
$43.6 - $47.89 $77.9 Million - $85.6 Million
1,787,253 Added 1988.95%
1,877,112 $83.9 Million
Q1 2022

May 13, 2022
BUY
$47.38 - $51.33 $3.66 Million - $3.97 Million
77,321 Added 616.69%
89,859 $4.3 Million
Q4 2021

Jan 26, 2022
SELL
$51.35 - $52.36 $74,406 - $75,869
-1,449 Reduced 10.36%
12,538 $648,000
Q3 2021

Oct 20, 2021
SELL
$51.92 - $53.01 $56,229 - $57,409
-1,083 Reduced 7.19%
13,987 $726,000
Q2 2021

Aug 16, 2021
SELL
$51.34 - $52.27 $5,390 - $5,488
-105 Reduced 0.69%
15,070 $787,000
Q1 2021

May 06, 2021
BUY
$51.09 - $53.61 $444,483 - $466,407
8,700 Added 134.36%
15,175 $777,000
Q4 2020

Feb 16, 2021
SELL
$53.28 - $53.95 $284,781 - $288,362
-5,345 Reduced 45.22%
6,475 $348,000
Q3 2020

Nov 16, 2020
BUY
$53.76 - $54.71 $402,823 - $409,942
7,493 Added 173.17%
11,820 $636,000
Q1 2020

May 15, 2020
SELL
$47.17 - $54.55 $14.3 Million - $16.5 Million
-302,253 Reduced 98.59%
4,327 $223,000
Q4 2019

Feb 14, 2020
SELL
$51.78 - $52.68 $15.1 Million - $15.4 Million
-291,555 Reduced 48.74%
306,580 $16 Million
Q3 2019

Nov 26, 2019
BUY
$51.74 - $52.41 $30.9 Million - $31.3 Million
598,135 New
598,135 $31.3 Million

Others Institutions Holding AGGY

# of Institutions
186
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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