Kestra Private Wealth Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 203,858 shares of AGGY stock, worth $8.99 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
203,858
Previous 168,606 20.91%
Holding current value
$8.99 Million
Previous $7.36 Million 22.68%
% of portfolio
0.13%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$43.1 - $44.6 $1.52 Million - $1.57 Million
35,252 Added 20.91%
203,858 $9.02 Million
Q2 2025

Aug 07, 2025
BUY
$42.51 - $43.7 $1.21 Million - $1.24 Million
28,438 Added 20.29%
168,606 $7.36 Million
Q1 2025

May 05, 2025
BUY
$42.36 - $43.8 $664,501 - $687,090
15,687 Added 12.6%
140,168 $6.09 Million
Q4 2024

Jan 28, 2025
BUY
$42.79 - $44.9 $1.42 Million - $1.49 Million
33,118 Added 36.25%
124,481 $5.34 Million
Q3 2024

Nov 13, 2024
BUY
$42.76 - $45.16 $694,550 - $733,533
16,243 Added 21.62%
91,363 $4.08 Million
Q2 2024

Aug 12, 2024
BUY
$42.1 - $43.44 $1.03 Million - $1.07 Million
24,542 Added 48.52%
75,120 $3.23 Million
Q1 2024

May 02, 2024
BUY
$42.98 - $43.99 $1.78 Million - $1.82 Million
41,476 Added 455.68%
50,578 $2.2 Million
Q4 2023

Feb 05, 2024
BUY
$40.67 - $44.21 $370,178 - $402,399
9,102 New
9,102 $400,000

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.8M
Call Options Held
0
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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email