A detailed history of Lpl Financial LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Lpl Financial LLC holds 1,163,110 shares of AGGY stock, worth $50.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,163,110
Previous 1,217,729 4.49%
Holding current value
$50.2 Million
Previous $52.3 Million 0.59%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 08, 2024

SELL
$42.76 - $45.16 $2.34 Million - $2.47 Million
-54,619 Reduced 4.49%
1,163,110 $52 Million
Q2 2024

Aug 07, 2024

SELL
$42.1 - $43.44 $200,564 - $206,948
-4,764 Reduced 0.39%
1,217,729 $52.3 Million
Q1 2024

May 10, 2024

SELL
$42.98 - $43.99 $9.15 Million - $9.37 Million
-212,968 Reduced 14.84%
1,222,493 $53.1 Million
Q4 2023

Feb 14, 2024

BUY
$40.67 - $44.21 $3.71 Million - $4.03 Million
91,179 Added 6.78%
1,435,461 $63.2 Million
Q3 2023

Nov 13, 2023

SELL
$41.45 - $43.41 $6.29 Million - $6.59 Million
-151,696 Reduced 10.14%
1,344,282 $55.8 Million
Q2 2023

Jul 31, 2023

SELL
$42.79 - $44.17 $13.8 Million - $14.3 Million
-322,635 Reduced 17.74%
1,495,978 $64.5 Million
Q1 2023

May 10, 2023

BUY
$42.44 - $44.52 $793,033 - $831,900
18,686 Added 1.04%
1,818,613 $79.5 Million
Q4 2022

Feb 07, 2023

BUY
$41.0 - $43.97 $7.63 Million - $8.18 Million
186,033 Added 11.53%
1,799,927 $76.8 Million
Q3 2022

Nov 14, 2022

BUY
$41.91 - $46.15 $2.54 Million - $2.8 Million
60,631 Added 3.9%
1,613,894 $68.1 Million
Q2 2022

Aug 12, 2022

SELL
$43.6 - $47.89 $1.03 Million - $1.13 Million
-23,692 Reduced 1.5%
1,553,263 $69.4 Million
Q1 2022

May 16, 2022

BUY
$47.38 - $51.33 $9.15 Million - $9.91 Million
193,052 Added 13.95%
1,576,955 $75.5 Million
Q4 2021

Feb 14, 2022

BUY
$51.35 - $52.36 $481,919 - $491,398
9,385 Added 0.68%
1,383,903 $71.5 Million
Q3 2021

Nov 15, 2021

BUY
$51.92 - $53.01 $4.47 Million - $4.56 Million
86,045 Added 6.68%
1,374,518 $71.4 Million
Q2 2021

Aug 13, 2021

SELL
$51.34 - $52.27 $1.19 Million - $1.22 Million
-23,271 Reduced 1.77%
1,288,473 $67.3 Million
Q1 2021

May 14, 2021

BUY
$51.09 - $53.61 $2.02 Million - $2.12 Million
39,487 Added 3.1%
1,311,744 $67.2 Million
Q4 2020

Feb 12, 2021

BUY
$53.28 - $53.95 $9.62 Million - $9.74 Million
180,555 Added 16.54%
1,272,257 $68.3 Million
Q3 2020

Nov 09, 2020

BUY
$53.76 - $54.71 $20.5 Million - $20.8 Million
380,798 Added 53.57%
1,091,702 $58.8 Million
Q2 2020

Aug 13, 2020

BUY
$51.53 - $53.82 $11.9 Million - $12.4 Million
231,129 Added 48.17%
710,904 $38.3 Million
Q1 2020

May 14, 2020

BUY
$47.17 - $54.55 $6.58 Million - $7.61 Million
139,421 Added 40.96%
479,775 $24.8 Million
Q4 2019

Feb 14, 2020

BUY
$51.78 - $52.68 $1.88 Million - $1.91 Million
36,323 Added 11.95%
340,354 $17.8 Million
Q3 2019

Nov 13, 2019

BUY
$51.74 - $52.41 $362,490 - $367,184
7,006 Added 2.36%
304,031 $15.9 Million
Q2 2019

Aug 09, 2019

BUY
N/A
280,681 Added 1717.33%
297,025 $15.2 Million
Q1 2019

May 08, 2019

BUY
N/A
6,795 Added 71.16%
16,344 $814,000
Q4 2018

Feb 07, 2019

BUY
N/A
1,302 Added 15.79%
9,549 $460,000
Q3 2018

Nov 14, 2018

BUY
N/A
365 Added 4.63%
8,247 $399,000
Q2 2018

Aug 14, 2018

BUY
N/A
1,507 Added 23.64%
7,882 $382,000
Q1 2018

May 15, 2018

BUY
N/A
1,397 Added 28.06%
6,375 $314,000
Q4 2017

Feb 14, 2018

BUY
N/A
4,978
4,978 $253,000

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.