Atria Wealth Solutions, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,503 shares of AGGY stock, worth $551,382. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,503
Previous 5,789 115.98%
Holding current value
$551,382
Previous $251,000 117.13%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$42.51 - $43.7 $285,412 - $293,401
6,714 Added 115.98%
12,503 $545,000
Q1 2025

May 09, 2025
BUY
$42.36 - $43.8 $245,222 - $253,558
5,789 New
5,789 $251,000
Q3 2024

Nov 08, 2024
BUY
$42.76 - $45.16 $194,173 - $205,071
4,541 New
4,541 $203,000
Q2 2023

Aug 03, 2023
BUY
$42.79 - $44.17 $207,531 - $214,224
4,850 New
4,850 $208,000
Q2 2022

Aug 15, 2022
SELL
$43.6 - $47.89 $211,547 - $232,362
-4,852 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$47.38 - $51.33 $229,887 - $249,053
4,852 New
4,852 $232,000

Others Institutions Holding AGGY

# of Institutions
180
Shares Held
15.9M
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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