Clear Point Advisors Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Clear Point Advisors Inc. holds 756 shares of AGGY stock, worth $32,349. This represents 0.03% of its overall portfolio holdings.

Number of Shares
756
Previous 527 43.45%
Holding current value
$32,349
Previous $22.6 Million 49.45%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$42.76 - $45.16 $9,792 - $10,341
229 Added 43.45%
756 $33.8 Million
Q2 2024

Aug 14, 2024
BUY
$42.1 - $43.44 $84 - $86
2 Added 0.38%
527 $22.6 Million
Q1 2024

May 15, 2024
BUY
$42.98 - $43.99 $128 - $131
3 Added 0.57%
525 $22.8 Million
Q4 2023

May 15, 2024
BUY
$40.67 - $44.21 $21,229 - $23,077
522 New
522 $23 Million

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
Call Options Held
2.4K
Put Options Held
0
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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