Drive Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,571 shares of AGGY stock, worth $369,581. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,571
Previous 6,226 37.66%
Holding current value
$369,581
Previous $278,000 32.01%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$42.79 - $44.9 $100,342 - $105,290
2,345 Added 37.66%
8,571 $367,000
Q3 2024

Nov 07, 2024
BUY
$42.76 - $45.16 $266,223 - $281,166
6,226 New
6,226 $278,000

Others Institutions Holding AGGY

# of Institutions
171
Shares Held
21.1M
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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