Concurrent Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 43,751 shares of AGGY stock, worth $1.93 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
43,751
Previous 50,508 13.38%
Holding current value
$1.93 Million
Previous $2.2 Billion 12.11%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$43.1 - $44.6 $291,226 - $301,362
-6,757 Reduced 13.38%
43,751 $1.94 Billion
Q2 2025

Jul 25, 2025
BUY
$42.51 - $43.7 $424,419 - $436,300
9,984 Added 24.64%
50,508 $2.2 Billion
Q1 2025

Apr 29, 2025
BUY
$42.36 - $43.8 $1.72 Million - $1.77 Million
40,524 New
40,524 $1.76 Billion

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.8M
Call Options Held
0
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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email