First Foundation Advisors Wisdomtree Yield Enhanced U.S. Transaction History
First Foundation Advisors
- $2.58 Billion
- Q3 2024
A detailed history of First Foundation Advisors transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, First Foundation Advisors holds 433,695 shares of AGGY stock, worth $18.7 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
433,695
Previous 414,334
4.67%
Holding current value
$18.7 Million
Previous $17.8 Million
8.94%
% of portfolio
0.75%
Previous 0.7%
Shares
18 transactions
Others Institutions Holding AGGY
# of Institutions
164Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$176 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$50.1 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.8 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46.7 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.7 Million0.1% of portfolio