Beacon Financial Group Wisdomtree Yield Enhanced U.S. Transaction History

Beacon Financial Group

  • $886 Million
  • Q4 2024

A detailed history of Beacon Financial Group transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Beacon Financial Group holds 96,650 shares of AGGY stock, worth $4.19 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
96,650
Previous 179,537 46.17%
Holding current value
$4.19 Million
Previous $8.03 Million 48.32%
% of portfolio
0.47%
Previous 0.88%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$42.79 - $44.9 $3.55 Million - $3.72 Million
-82,887 Reduced 46.17%
96,650 $4.15 Million
Q3 2024

Nov 12, 2024
BUY
$42.76 - $45.16 $5.5 Million - $5.81 Million
128,668 Added 252.94%
179,537 $8.03 Million
Q2 2024

Aug 06, 2024
BUY
$42.1 - $43.44 $638,025 - $658,333
15,155 Added 42.43%
50,869 $2.19 Million
Q1 2024

May 07, 2024
BUY
$42.98 - $43.99 $1.27 Million - $1.3 Million
29,579 Added 482.14%
35,714 $1.55 Million
Q4 2023

Feb 23, 2024
BUY
$40.67 - $44.21 $249,510 - $271,228
6,135 New
6,135 $270,000
Q2 2023

Jul 20, 2023
BUY
$42.79 - $44.17 $8,900 - $9,187
208 Added 1.2%
17,494 $752,000
Q1 2023

Apr 14, 2023
SELL
$42.44 - $44.52 $33,103 - $34,725
-780 Reduced 4.32%
17,286 $759,000
Q4 2022

Jan 19, 2023
SELL
$41.0 - $43.97 $6,683 - $7,167
-163 Reduced 0.89%
18,066 $771,000
Q3 2022

Oct 13, 2022
SELL
$41.91 - $46.15 $3,688 - $4,061
-88 Reduced 0.48%
18,229 $772,000
Q2 2022

Jul 19, 2022
BUY
$43.6 - $47.89 $33,484 - $36,779
768 Added 4.38%
18,317 $815,000
Q1 2022

Apr 08, 2022
BUY
$47.38 - $51.33 $38,946 - $42,193
822 Added 4.91%
17,549 $841,000
Q4 2021

Jan 07, 2022
SELL
$51.35 - $52.36 $47,704 - $48,642
-929 Reduced 5.26%
16,727 $859,000
Q3 2021

Oct 13, 2021
BUY
$51.92 - $53.01 $7,061 - $7,209
136 Added 0.78%
17,656 $926,000
Q2 2021

Jul 26, 2021
SELL
$51.34 - $52.27 $13,502 - $13,747
-263 Reduced 1.48%
17,520 $926,000
Q4 2020

Jan 15, 2021
BUY
$53.28 - $53.95 $45,714 - $46,289
858 Added 5.07%
17,783 $948,000
Q3 2020

Oct 13, 2020
BUY
$53.76 - $54.71 $110,691 - $112,647
2,059 Added 13.85%
16,925 $911,000
Q2 2020

Aug 05, 2020
SELL
$51.53 - $53.82 $93,114 - $97,252
-1,807 Reduced 10.84%
14,866 $800,000
Q1 2020

Jun 29, 2020
BUY
$47.17 - $54.55 $118,585 - $137,138
2,514 Added 17.76%
16,673 $863,000
Q4 2019

Jan 17, 2020
BUY
$51.78 - $52.68 $733,153 - $745,896
14,159 New
14,159 $740,000

Others Institutions Holding AGGY

# of Institutions
172
Shares Held
20.5M
Call Options Held
900
Put Options Held
9.3K
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
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