Atria Investments LLC Wisdomtree Yield Enhanced U.S. Transaction History

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024

A detailed history of Atria Investments LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atria Investments LLC holds 223,767 shares of AGGY stock, worth $9.63 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
223,767
Previous 182,794 22.41%
Holding current value
$9.63 Million
Previous $7.85 Million 27.41%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 01, 2024
BUY
$42.76 - $45.16 $1.75 Million - $1.85 Million
40,973 Added 22.41%
223,767 $10 Million
Q2 2024

Aug 13, 2024
BUY
$42.1 - $43.44 $313,855 - $323,845
7,455 Added 4.25%
182,794 $7.85 Million
Q1 2024

May 21, 2024
BUY
$42.98 - $43.99 $948,482 - $970,771
22,068 Added 14.4%
175,339 $7.61 Million
Q4 2023

Feb 14, 2024
BUY
$40.67 - $44.21 $2.8 Million - $3.05 Million
68,926 Added 81.72%
153,271 $6.75 Million
Q3 2023

Nov 07, 2023
BUY
$41.45 - $43.41 $740,462 - $775,476
17,864 Added 26.87%
84,345 $3.5 Million
Q2 2023

Aug 04, 2023
BUY
$42.79 - $44.17 $331,536 - $342,229
7,748 Added 13.19%
66,481 $2.86 Million
Q1 2023

May 10, 2023
BUY
$42.44 - $44.52 $2.49 Million - $2.61 Million
58,733 New
58,733 $2.57 Million
Q3 2021

Nov 16, 2021
SELL
$51.92 - $53.01 $1.1 Million - $1.13 Million
-21,245 Closed
0 $0
Q2 2021

Aug 10, 2021
SELL
$51.34 - $52.27 $231,748 - $235,946
-4,514 Reduced 17.52%
21,245 $1.11 Million
Q1 2021

May 11, 2021
BUY
$51.09 - $53.61 $1.32 Million - $1.38 Million
25,759 New
25,759 $1.32 Million
Q3 2020

Nov 05, 2020
SELL
$53.76 - $54.71 $2.05 Million - $2.09 Million
-38,158 Closed
0 $0
Q2 2020

Sep 22, 2020
SELL
$51.53 - $53.82 $133 Million - $139 Million
-2,579,847 Reduced 98.54%
38,158 $2.05 Million
Q2 2019

Aug 09, 2019
BUY
N/A
2,493,882 Added 2009.2%
2,618,005 $51,000
Q1 2019

May 15, 2019
BUY
N/A
110,702 Added 824.84%
124,123 $6.19 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-16,573 Reduced 55.25%
13,421 $647,000
Q3 2018

Oct 09, 2018
SELL
N/A
-138,646 Reduced 82.21%
29,994 $1.45 Million
Q2 2018

Jul 13, 2018
BUY
N/A
15,792 Added 10.33%
168,640 $8.17 Million
Q1 2018

Apr 30, 2018
BUY
N/A
2,692 Added 1.79%
152,848 $7.54 Million
Q4 2017

Jan 16, 2018
BUY
N/A
11,997 Added 8.68%
150,156 $7.62 Million
Q3 2017

Oct 12, 2017
BUY
N/A
138,159
138,159 $7.01 Million

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
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 Atria Investments LLC Portfolio

Follow Atria Investments LLC 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 Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email