Capital Analysts, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Capital Analysts, LLC holds 272 shares of AGGY stock, worth $11,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares
272
Previous 269 1.12%
Holding current value
$11,859
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
BUY
$42.79 - $44.9 $128 - $134
3 Added 1.12%
272 $12,000
Q3 2024

Nov 13, 2024
BUY
$42.76 - $45.16 $128 - $135
3 Added 1.13%
269 $12,000
Q2 2024

Aug 14, 2024
BUY
$42.1 - $43.44 $126 - $130
3 Added 1.14%
266 $11,000
Q1 2024

May 14, 2024
SELL
$42.98 - $43.99 $3,008 - $3,079
-70 Reduced 21.02%
263 $11,000
Q4 2023

Jan 30, 2024
SELL
$40.67 - $44.21 $3,863 - $4,199
-95 Reduced 22.2%
333 $15,000
Q3 2023

Nov 13, 2023
SELL
$41.45 - $43.41 $18,403 - $19,274
-444 Reduced 50.92%
428 $18,000
Q2 2023

Aug 11, 2023
SELL
$42.79 - $44.17 $2,481 - $2,561
-58 Reduced 6.24%
872 $38,000
Q1 2023

May 05, 2023
SELL
$42.44 - $44.52 $1,697 - $1,780
-40 Reduced 4.12%
930 $41,000
Q4 2022

Feb 08, 2023
SELL
$41.0 - $43.97 $60,188 - $64,547
-1,468 Reduced 60.21%
970 $41,000
Q3 2022

Nov 14, 2022
BUY
$41.91 - $46.15 $754 - $830
18 Added 0.74%
2,438 $103,000
Q2 2022

Aug 12, 2022
BUY
$43.6 - $47.89 $610 - $670
14 Added 0.58%
2,420 $108,000
Q1 2022

May 12, 2022
BUY
$47.38 - $51.33 $521 - $564
11 Added 0.46%
2,406 $115,000
Q4 2021

Feb 10, 2022
SELL
$51.35 - $52.36 $9,910 - $10,105
-193 Reduced 7.46%
2,395 $124,000
Q3 2021

Nov 04, 2021
SELL
$51.92 - $53.01 $35,565 - $36,311
-685 Reduced 20.93%
2,588 $134,000
Q2 2021

Aug 05, 2021
SELL
$51.34 - $52.27 $19,047 - $19,392
-371 Reduced 10.18%
3,273 $171,000
Q1 2021

May 17, 2021
BUY
$51.09 - $53.61 $186,171 - $195,354
3,644 New
3,644 $187,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
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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