Allworth Financial LP Wisdomtree Yield Enhanced U.S. Transaction History

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024

A detailed history of Allworth Financial LP transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Allworth Financial LP holds 469 shares of AGGY stock, worth $19,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares
469
Previous 912 48.57%
Holding current value
$19,904
Previous $39,000 48.72%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$42.76 - $45.16 $18,942 - $20,005
-443 Reduced 48.57%
469 $20,000
Q1 2024

Apr 25, 2024
SELL
$42.98 - $43.99 $44,484 - $45,529
-1,035 Reduced 53.16%
912 $39,000
Q3 2023

Oct 31, 2023
SELL
$41.45 - $43.41 $20,061 - $21,010
-484 Reduced 19.91%
1,947 $80,000
Q2 2023

Jul 18, 2023
SELL
$42.79 - $44.17 $146,598 - $151,326
-3,426 Reduced 58.49%
2,431 $104,000
Q1 2023

Apr 18, 2023
SELL
$42.44 - $44.52 $114,715 - $120,337
-2,703 Reduced 31.58%
5,857 $255,000
Q4 2022

Jan 13, 2023
SELL
$41.0 - $43.97 $40,877 - $43,838
-997 Reduced 10.43%
8,560 $0
Q3 2022

Oct 18, 2022
SELL
$41.91 - $46.15 $4,777 - $5,261
-114 Reduced 1.18%
9,557 $403,000
Q2 2022

Jul 13, 2022
BUY
$43.6 - $47.89 $408,357 - $448,537
9,366 Added 3070.82%
9,671 $432,000
Q4 2021

Jan 21, 2022
SELL
$51.35 - $52.36 $10,424 - $10,629
-203 Reduced 39.96%
305 $16,000
Q3 2021

Nov 02, 2021
BUY
$51.92 - $53.01 $26,375 - $26,929
508 New
508 $26,000

Others Institutions Holding AGGY

# of Institutions
165
Shares Held
20.3M
Call Options Held
2.4K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email