Financial Planning & Information Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 59,000 shares of AGGY stock, worth $2.6 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
59,000
Previous 57,167 3.21%
Holding current value
$2.6 Million
Previous $2.46 Million 7.41%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Nov 12, 2024
BUY
$42.76 - $45.16 $78,379 - $82,778
1,833 Added 3.21%
59,000 $2.64 Million
Q2 2024

Aug 13, 2024
SELL
$42.1 - $43.44 $67,738 - $69,894
-1,609 Reduced 2.74%
57,167 $2.46 Million
Q1 2024

May 14, 2024
BUY
$42.98 - $43.99 $335,544 - $343,429
7,807 Added 15.32%
58,776 $2.55 Million
Q3 2023

Nov 14, 2023
SELL
$41.45 - $43.41 $52,227 - $54,696
-1,260 Reduced 2.41%
50,969 $2.12 Million
Q2 2023

Aug 11, 2023
BUY
$42.79 - $44.17 $104,578 - $107,951
2,444 Added 4.91%
52,229 $2.25 Million
Q1 2023

May 02, 2023
SELL
$42.44 - $44.52 $276,454 - $290,003
-6,514 Reduced 11.57%
49,785 $2.18 Million
Q4 2022

Feb 13, 2023
SELL
$41.0 - $43.97 $161,540 - $173,241
-3,940 Reduced 6.54%
56,299 $2.4 Million
Q3 2022

Oct 25, 2022
SELL
$41.91 - $46.15 $151,420 - $166,739
-3,613 Reduced 5.66%
60,239 $2.54 Million
Q2 2022

Jul 19, 2022
SELL
$43.6 - $47.89 $486,619 - $534,500
-11,161 Reduced 14.88%
63,852 $2.86 Million
Q1 2022

Apr 19, 2022
SELL
$47.38 - $51.33 $1.14 Million - $1.23 Million
-24,042 Reduced 24.27%
75,013 $3.59 Million
Q4 2021

Feb 02, 2022
BUY
$51.35 - $52.36 $753,407 - $768,225
14,672 Added 17.39%
99,055 $5.12 Million
Q3 2021

Oct 13, 2021
BUY
$51.92 - $53.01 $1.13 Million - $1.15 Million
21,762 Added 34.75%
84,383 $4.38 Million
Q2 2021

Jul 29, 2021
BUY
$51.34 - $52.27 $478,334 - $486,999
9,317 Added 17.48%
62,621 $3.27 Million
Q1 2021

Apr 20, 2021
BUY
$51.09 - $53.61 $1.12 Million - $1.18 Million
21,949 Added 70.0%
53,304 $2.73 Million
Q4 2020

Feb 08, 2021
BUY
$53.28 - $53.95 $829,995 - $840,433
15,578 Added 98.74%
31,355 $1.68 Million
Q3 2020

May 24, 2021
BUY
$53.76 - $54.71 $575,608 - $585,779
10,707 Added 211.18%
15,777 $849,000
Q2 2020

May 24, 2021
BUY
$51.53 - $53.82 $261,257 - $272,867
5,070 New
5,070 $273,000

Others Institutions Holding AGGY

# of Institutions
183
Shares Held
16M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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