James Investment Research Inc Wisdomtree Yield Enhanced U.S. Transaction History

James Investment Research Inc

  • $853 Million
  • Q3 2024

A detailed history of James Investment Research Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, James Investment Research Inc holds 6,891 shares of AGGY stock, worth $295,830. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,891
Previous 6,324 8.97%
Holding current value
$295,830
Previous $271,000 13.65%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 29, 2024
BUY
$42.76 - $45.16 $24,244 - $25,605
567 Added 8.97%
6,891 $308,000
Q2 2024

Jul 30, 2024
BUY
$42.1 - $43.44 $51,656 - $53,300
1,227 Added 24.07%
6,324 $271,000
Q1 2024

May 01, 2024
BUY
$42.98 - $43.99 $219,069 - $224,217
5,097 New
5,097 $221,000

Others Institutions Holding AGGY

# of Institutions
171
Shares Held
20.5M
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
Track This Portfolio

Track James Investment Research Inc Portfolio

Follow James Investment Research Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email