Creative Financial Designs Inc Wisdomtree Yield Enhanced U.S. Transaction History

Creative Financial Designs Inc

$1.2 Billion
Q4 2024

A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Creative Financial Designs Inc holds 7,963 shares of AGGY stock, worth $344,957. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,963

Previous 7,060 12.79%

Holding current value

$344,957

Previous $315,000 8.25%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$42.79 - $44.9 $38,639 - $40,544	903 Added 12.79%	7,963 $341,000
Q3 2024 Oct 28, 2024	SELL	$42.76 - $45.16 $25,527 - $26,960	-597 Reduced 7.8%	7,060 $315,000
Q2 2024 Aug 06, 2024	SELL	$42.1 - $43.44 $18,945 - $19,548	-450 Reduced 5.55%	7,657 $328,000
Q1 2024 May 01, 2024	BUY	$42.98 - $43.99 $73,237 - $74,958	1,704 Added 26.61%	8,107 $351,000
Q4 2023 Jan 10, 2024	BUY	$40.67 - $44.21 $23,507 - $25,553	578 Added 9.92%	6,403 $281,000
Q3 2023 Nov 14, 2023	BUY	$41.45 - $43.41 $71,708 - $75,099	1,730 Added 42.25%	5,825 $241,000
Q2 2023 Jul 26, 2023	BUY	$42.79 - $44.17 $113,650 - $117,315	2,656 Added 184.57%	4,095 $176,000
Q1 2023 Apr 25, 2023	BUY	$42.44 - $44.52 $1,315 - $1,380	31 Added 2.2%	1,439 $62,000
Q4 2022 Feb 01, 2023	BUY	$41.0 - $43.97 $51,619 - $55,358	1,259 Added 844.97%	1,408 $60,000
Q2 2022 Aug 01, 2022	SELL	$43.6 - $47.89 $7,978 - $8,763	-183 Reduced 55.12%	149 $7,000
Q1 2022 Apr 15, 2022	BUY	$47.38 - $51.33 $15,730 - $17,041	332 New	332 $16,000
Q4 2021 Jan 26, 2022	SELL	$51.35 - $52.36 $17,972 - $18,326	-350 Closed	0 $0
Q3 2021 Oct 08, 2021	SELL	$51.92 - $53.01 $5,192 - $5,301	-100 Reduced 22.22%	350 $18,000
Q1 2021 Apr 19, 2021	SELL	$51.09 - $53.61 $23,961 - $25,143	-469 Reduced 51.03%	450 $23,000
Q4 2020 Jan 08, 2021	BUY	$53.28 - $53.95 $5,860 - $5,934	110 Added 13.6%	919 $49,000
Q3 2020 Oct 06, 2020	SELL	$53.76 - $54.71 $71,500 - $72,764	-1,330 Reduced 62.18%	809 $44,000
Q1 2020 Apr 22, 2020	BUY	$47.17 - $54.55 $89,104 - $103,044	1,889 Added 755.6%	2,139 $110,000
Q4 2019 Jan 17, 2020	SELL	$51.78 - $52.68 $13,462 - $13,696	-260 Reduced 50.98%	250 $13,000
Q3 2019 Oct 23, 2019	BUY	$51.74 - $52.41 $13,452 - $13,626	260 Added 104.0%	510 $27,000
Q2 2018 Jul 13, 2018	BUY	N/A	250 New	250 $12,000

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.

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Creative Financial Designs Inc Wisdomtree Yield Enhanced U.S. Transaction History