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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 55,046 shares of AGGY stock, worth $2.36 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
55,046
Previous 49,298 11.66%
Holding current value
$2.36 Million
Previous $2.36 Million 100053.54%
% of portfolio
0.35%
Previous 0.46%

Shares

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

Jan 28, 2025
BUY
$42.79 - $44.9 $245,956 - $258,085
5,748 Added 11.66%
55,046 $2.36 Billion
Q1 2022

May 19, 2022
BUY
$47.38 - $51.33 $2.34 Million - $2.53 Million
49,298 New
49,298 $2.36 Million
Q1 2022

May 16, 2022
SELL
$47.38 - $51.33 $1.83 Million - $1.99 Million
-38,680 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$51.35 - $52.36 $1.67 Million - $1.7 Million
32,530 Added 528.94%
38,680 $2 Million
Q3 2021

Nov 15, 2021
BUY
$51.92 - $53.01 $48,441 - $49,458
933 Added 17.88%
6,150 $319,000
Q2 2021

Aug 12, 2021
BUY
$51.34 - $52.27 $267,840 - $272,692
5,217 New
5,217 $272,000
Q1 2021

May 14, 2021
SELL
$51.09 - $53.61 $2.25 Million - $2.36 Million
-44,090 Closed
0 $0
Q4 2020

Jan 28, 2021
SELL
$53.28 - $53.95 $345,201 - $349,542
-6,479 Reduced 12.81%
44,090 $2.37 Million
Q3 2020

Nov 12, 2020
SELL
$53.76 - $54.71 $2.12 Million - $2.16 Million
-39,466 Reduced 43.83%
50,569 $2.72 Million
Q2 2020

Aug 13, 2020
BUY
$51.53 - $53.82 $4.64 Million - $4.85 Million
90,035 New
90,035 $4.85 Million
Q2 2020

Aug 11, 2020
SELL
$51.53 - $53.82 $6,544 - $6,835
-127 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$47.17 - $54.55 $5,990 - $6,927
127 New
127 $7,000

Others Institutions Holding AGGY

# of Institutions
175
Shares Held
20.6M
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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