Mc Namara Financial Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Mc Namara Financial Services, Inc.

$459 Million
Q1 2025

A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 7,010 shares of AGGY stock, worth $303,673. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,010

Previous 7,801 10.14%

Holding current value

$303,673

Previous $334,000 9.28%

% of portfolio

0.07%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$42.36 - $43.8 $33,506 - $34,645	-791 Reduced 10.14%	7,010 $303,000
Q4 2024 Jan 24, 2025	SELL	$42.79 - $44.9 $51,219 - $53,745	-1,197 Reduced 13.3%	7,801 $334,000
Q3 2024 Oct 10, 2024	SELL	$42.76 - $45.16 $13,811 - $14,586	-323 Reduced 3.47%	8,998 $402,000
Q2 2024 Aug 01, 2024	SELL	$42.1 - $43.44 $5,094 - $5,256	-121 Reduced 1.28%	9,321 $400,000
Q1 2024 Apr 15, 2024	BUY	$42.98 - $43.99 $31,031 - $31,760	722 Added 8.28%	9,442 $409,000
Q4 2023 Jan 29, 2024	BUY	$40.67 - $44.21 $528 - $574	13 Added 0.15%	8,720 $383,000
Q3 2023 Oct 10, 2023	BUY	$41.45 - $43.41 $2,196 - $2,300	53 Added 0.61%	8,707 $361,000
Q2 2023 Jul 20, 2023	BUY	$42.79 - $44.17 $8,001 - $8,259	187 Added 2.21%	8,654 $372,000
Q1 2023 Apr 10, 2023	BUY	$42.44 - $44.52 $25,251 - $26,489	595 Added 7.56%	8,467 $369,000
Q4 2022 Jan 19, 2023	BUY	$41.0 - $43.97 $9,840 - $10,552	240 Added 3.14%	7,872 $0
Q3 2022 Oct 28, 2022	SELL	$41.91 - $46.15 $63,870 - $70,332	-1,524 Reduced 16.64%	7,632 $322,000
Q2 2022 Jul 13, 2022	BUY	$43.6 - $47.89 $18,573 - $20,401	426 Added 4.88%	9,156 $409,000
Q1 2022 May 02, 2022	BUY	$47.38 - $51.33 $8,386 - $9,085	177 Added 2.07%	8,730 $418,000
Q4 2021 Jan 24, 2022	SELL	$51.35 - $52.36 $2,156 - $2,199	-42 Reduced 0.49%	8,553 $442,000
Q3 2021 Oct 22, 2021	BUY	$51.92 - $53.01 $571 - $583	11 Added 0.13%	8,595 $446,000
Q2 2021 Aug 04, 2021	BUY	$51.34 - $52.27 $204,897 - $208,609	3,991 Added 86.89%	8,584 $448,000
Q1 2021 May 05, 2021	BUY	$51.09 - $53.61 $13,743 - $14,421	269 Added 6.22%	4,593 $247,000
Q3 2020 Oct 13, 2020	BUY	$53.76 - $54.71 $3,225 - $3,282	60 Added 1.41%	4,324 $233,000
Q2 2020 Aug 10, 2020	SELL	$51.53 - $53.82 $23,343 - $24,380	-453 Reduced 9.6%	4,264 $229,000
Q1 2020 Apr 17, 2020	BUY	$47.17 - $54.55 $222,500 - $257,312	4,717 New	4,717 $244,000

Others Institutions Holding AGGY

# of Institutions

179

Shares Held

20.7M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Namara Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Namara Financial Services, Inc. with notifications on news.

Account

Mc Namara Financial Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History