American Financial & Tax Strategies Inc Wisdomtree Yield Enhanced U.S. Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 69,529 shares of AGGY stock, worth $3.03 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
69,529
Previous 69,529
-0.0%
Holding current value
$3.03 Million
Previous $3.11 Million
3.99%
% of portfolio
1.59%
Previous 1.62%
Shares
4 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$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$56.9 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.4 Million0.21% of portfolio
-
Envestnet Asset Management Inc1.1MShares$47.7 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.09MShares$47.5 Million0.12% of portfolio