Financial Gravity Asset Management, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

A detailed history of Financial Gravity Asset Management, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 120 shares of AGGY stock, worth $5,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares

120

Previous 120 -0.0%

Holding current value

$5,222

Previous $5.28 Million 2.4%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$42.98 - $43.99 $92,836 - $95,018	-2,160 Reduced 94.74%	120 $5.21 Million
Q3 2023 Nov 15, 2023	BUY	$41.45 - $43.41 $89,532 - $93,765	2,160 Added 1800.0%	2,280 $94,000
Q2 2023 Aug 08, 2023	BUY	$42.79 - $44.17 $5,134 - $5,300	120 New	120 $5,000
Q3 2021 Nov 12, 2021	SELL	$51.92 - $53.01 $2,699 - $2,756	-52 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$51.34 - $52.27 $2,669 - $2,718	52 New	52 $47,000
Q1 2021 May 17, 2021	SELL	$51.09 - $53.61 $8,480 - $8,899	-166 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$53.28 - $53.95 $8,844 - $8,955	166 New	166 $0

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 Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.

Account

Financial Gravity Asset Management, Inc. Wisdomtree Yield Enhanced U.S. Transaction History