Avantax Advisory Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 29,489 shares of AGGY stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,489
Previous 35,414 16.73%
Holding current value
$1.27 Million
Previous $1.52 Million 13.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$42.76 - $45.16 $253,353 - $267,573
-5,925 Reduced 16.73%
29,489 $1.32 Million
Q2 2024

Aug 09, 2024
BUY
$42.1 - $43.44 $138,298 - $142,700
3,285 Added 10.22%
35,414 $1.52 Million
Q1 2024

May 08, 2024
BUY
$42.98 - $43.99 $16,891 - $17,288
393 Added 1.24%
32,129 $1.39 Million
Q4 2023

Feb 07, 2024
BUY
$40.67 - $44.21 $56,043 - $60,921
1,378 Added 4.54%
31,736 $1.4 Million
Q3 2023

Nov 07, 2023
BUY
$41.45 - $43.41 $37,305 - $39,069
900 Added 3.06%
30,358 $1.26 Million
Q2 2023

Aug 11, 2023
SELL
$42.79 - $44.17 $56,354 - $58,171
-1,317 Reduced 4.28%
29,458 $1.27 Million
Q1 2023

Apr 28, 2023
SELL
$42.44 - $44.52 $1,782 - $1,869
-42 Reduced 0.14%
30,775 $1.34 Million
Q4 2022

Feb 13, 2023
BUY
$41.0 - $43.97 $36,613 - $39,265
893 Added 2.98%
30,817 $1.31 Million
Q3 2022

Nov 01, 2022
SELL
$41.91 - $46.15 $1.04 Million - $1.14 Million
-24,729 Reduced 45.25%
29,924 $1.26 Million
Q2 2022

Aug 02, 2022
SELL
$43.6 - $47.89 $35,882 - $39,413
-823 Reduced 1.48%
54,653 $2.44 Million
Q1 2022

Apr 27, 2022
SELL
$47.38 - $51.33 $5.78 Million - $6.27 Million
-122,093 Reduced 68.76%
55,476 $2.66 Million
Q4 2021

Jan 24, 2022
BUY
$51.35 - $52.36 $478,119 - $487,523
9,311 Added 5.53%
177,569 $9.18 Million
Q3 2021

Oct 21, 2021
BUY
$51.92 - $53.01 $1.02 Million - $1.04 Million
19,635 Added 13.21%
168,258 $8.74 Million
Q2 2021

Jul 29, 2021
BUY
$51.34 - $52.27 $195,040 - $198,573
3,799 Added 2.62%
148,623 $7.76 Million
Q1 2021

May 13, 2021
BUY
$51.09 - $53.61 $136,154 - $142,870
2,665 Added 1.87%
144,824 $7.42 Million
Q4 2020

Jan 22, 2021
SELL
$53.28 - $53.95 $3.93 Million - $3.97 Million
-73,674 Reduced 34.13%
142,159 $7.62 Million
Q3 2020

Oct 14, 2020
BUY
$53.76 - $54.71 $6.52 Million - $6.64 Million
121,353 Added 128.44%
215,833 $11.6 Million
Q2 2020

Aug 06, 2020
BUY
$51.53 - $53.82 $1.1 Million - $1.15 Million
21,434 Added 29.34%
94,480 $5.09 Million
Q1 2020

Apr 30, 2020
BUY
$47.17 - $54.55 $1.78 Million - $2.06 Million
37,731 Added 106.84%
73,046 $3.77 Million
Q4 2019

Feb 14, 2020
BUY
$51.78 - $52.68 $997,852 - $1.02 Million
19,271 Added 120.11%
35,315 $1.85 Million
Q3 2019

Nov 08, 2019
BUY
$51.74 - $52.41 $449,258 - $455,076
8,683 Added 117.96%
16,044 $835,000
Q2 2019

Aug 06, 2019
BUY
N/A
7,361 New
7,361 $377,000

Others Institutions Holding AGGY

# of Institutions
175
Shares Held
20.6M
Call Options Held
2.4K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
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