Frisch Financial Group, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Frisch Financial Group, Inc.

$330 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$51.09 - $53.61 $377,759 - $396,392	-7,394 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$53.28 - $53.95 $4,209 - $4,262	79 Added 1.08%	7,394 $397,000
Q3 2020 Nov 10, 2020	BUY	$53.76 - $54.71 $2,096 - $2,133	39 Added 0.54%	7,315 $394,000
Q2 2020 Aug 06, 2020	BUY	$51.53 - $53.82 $2,370 - $2,475	46 Added 0.64%	7,276 $392,000
Q1 2020 May 08, 2020	BUY	$47.17 - $54.55 $32,735 - $37,857	694 Added 10.62%	7,230 $373,000
Q4 2019 Jan 28, 2020	BUY	$51.78 - $52.68 $2,589 - $2,634	50 Added 0.77%	6,536 $341,000
Q3 2019 Nov 05, 2019	BUY	$51.74 - $52.41 $15,522 - $15,722	300 Added 4.85%	6,486 $339,000
Q2 2019 Aug 08, 2019	BUY	N/A	49 Added 0.8%	6,186 $317,000
Q1 2019 May 06, 2019	BUY	N/A	6,137 New	6,137 $306,000

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.5M

Call Options Held

2.4K

Put Options Held

0

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