Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 12,660 shares of AGGY stock, worth $541,215. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,660
Previous 12,527
1.06%
Holding current value
$541,215
Previous $538,000
5.2%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding AGGY
# of Institutions
166Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$175 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$49.7 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.5 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46.4 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.4 Million0.1% of portfolio