Alterna Wealth Management, Inc Wisdomtree Yield Enhanced U.S. Transaction History
Alterna Wealth Management, Inc
- $115 Million
- Q4 2024
A detailed history of Alterna Wealth Management, Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 20,260 shares of AGGY stock, worth $877,663. This represents 0.75% of its overall portfolio holdings.
Number of Shares
20,260
Previous 8,423
140.53%
Holding current value
$877,663
Previous $376,000
131.12%
% of portfolio
0.75%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding AGGY
# of Institutions
174Shares Held
20.6MCall Options Held
900Put Options Held
9.3K-
Bank Of America Corp Charlotte, NC2.87MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$56.6 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.1 Million0.21% of portfolio
-
Envestnet Asset Management Inc1.1MShares$47.5 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.09MShares$47.2 Million0.12% of portfolio