Beacon Financial Advisory LLC Wisdomtree Yield Enhanced U.S. Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 15,938 shares of AGGY stock, worth $702,865. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,938
Previous 19,159 16.81%
Holding current value
$702,865
Previous $835,000 15.57%
% of portfolio
0.19%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$43.1 - $44.6 $138,825 - $143,656
-3,221 Reduced 16.81%
15,938 $705,000
Q2 2025

Jul 22, 2025
SELL
$42.51 - $43.7 $263,647 - $271,027
-6,202 Reduced 24.45%
19,159 $835,000
Q1 2025

Apr 24, 2025
BUY
$42.36 - $43.8 $296,054 - $306,118
6,989 Added 38.04%
25,361 $1.1 Million
Q4 2024

Jan 27, 2025
BUY
$42.79 - $44.9 $239,923 - $251,754
5,607 Added 43.92%
18,372 $788,000
Q3 2024

Oct 30, 2024
BUY
$42.76 - $45.16 $226,200 - $238,896
5,290 Added 70.77%
12,765 $570,000
Q2 2024

Jul 26, 2024
BUY
$42.1 - $43.44 $314,697 - $324,714
7,475 New
7,475 $321,000

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.8M
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
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