Ci Private Wealth, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Ci Private Wealth, LLC

$65.6 Billion
Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 34,383 shares of AGGY stock, worth $1.5 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

34,383

Previous 33,734 1.92%

Holding current value

$1.5 Million

Previous $1.51 Million 2.19%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$42.79 - $44.9 $27,770 - $29,140	649 Added 1.92%	34,383 $1.48 Million
Q3 2024 Nov 12, 2024	SELL	$42.76 - $45.16 $546,686 - $577,370	-12,785 Reduced 27.48%	33,734 $1.51 Million
Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $46,604 - $48,088	1,107 Added 2.44%	46,519 $2 Million
Q1 2024 May 09, 2024	BUY	$42.98 - $43.99 $99,971 - $102,320	2,326 Added 5.4%	45,412 $1.97 Million
Q4 2023 Feb 09, 2024	SELL	$40.67 - $44.21 $207,864 - $225,957	-5,111 Reduced 10.6%	43,086 $1.9 Million
Q3 2023 Nov 03, 2023	SELL	$41.45 - $43.41 $1.17 Million - $1.22 Million	-28,217 Reduced 36.93%	48,197 $2 Million
Q2 2023 Aug 10, 2023	SELL	$42.79 - $44.17 $270,989 - $279,728	-6,333 Reduced 7.65%	76,414 $3.29 Million
Q1 2023 May 15, 2023	BUY	$42.44 - $44.52 $198,704 - $208,442	4,682 Added 6.0%	82,747 $3.62 Million
Q4 2022 Feb 15, 2023	BUY	$41.0 - $43.97 $3.2 Million - $3.43 Million	78,065 New	78,065 $3.33 Million

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.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Wisdomtree Yield Enhanced U.S. Transaction History