Institute For Wealth Management, Llc. Wisdomtree Yield Enhanced U.S. Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 13,033 shares of AGGY stock, worth $567,847. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,033

Previous 11,607 12.29%

Holding current value

$567,847

Previous $518,000 7.92%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$42.79 - $44.9 $61,018 - $64,027	1,426 Added 12.29%	13,033 $559,000
Q3 2024 Nov 12, 2024	SELL	$42.76 - $45.16 $29,760 - $31,431	-696 Reduced 5.66%	11,607 $518,000
Q2 2024 Jul 25, 2024	SELL	$42.1 - $43.44 $22,691 - $23,414	-539 Reduced 4.2%	12,303 $528,000
Q1 2024 Apr 30, 2024	SELL	$42.98 - $43.99 $7,521 - $7,698	-175 Reduced 1.34%	12,842 $557,000
Q4 2023 Jan 31, 2024	SELL	$40.67 - $44.21 $11,184 - $12,157	-275 Reduced 2.07%	13,017 $573,000
Q3 2023 Oct 13, 2023	SELL	$41.45 - $43.41 $312,906 - $327,702	-7,549 Reduced 36.22%	13,292 $551,000
Q2 2023 Jul 25, 2023	BUY	$42.79 - $44.17 $63,029 - $65,062	1,473 Added 7.61%	20,841 $898,000
Q1 2023 Apr 20, 2023	BUY	$42.44 - $44.52 $70,238 - $73,680	1,655 Added 9.34%	19,368 $846,000
Q4 2022 Feb 02, 2023	BUY	$41.0 - $43.97 $461,373 - $494,794	11,253 Added 174.2%	17,713 $755,000
Q3 2022 Oct 18, 2022	BUY	$41.91 - $46.15 $6,496 - $7,153	155 Added 2.46%	6,460 $273,000
Q2 2022 Jul 25, 2022	BUY	$43.6 - $47.89 $6,976 - $7,662	160 Added 2.6%	6,305 $282,000
Q1 2022 Apr 29, 2022	BUY	$47.38 - $51.33 $291,150 - $315,422	6,145 New	6,145 $294,000
Q1 2020 Apr 29, 2020	SELL	$47.17 - $54.55 $87,264 - $100,917	-1,850 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$51.78 - $52.68 $95,793 - $97,458	1,850 New	1,850 $97,000

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

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About WISDOMTREE YIELD ENHANCED U.S.

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Institute For Wealth Management, Llc. Wisdomtree Yield Enhanced U.S. Transaction History