Merit Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Merit Financial Group, LLC holds 5,894 shares of AGGY stock, worth $253,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,894
Holding current value
$253,029
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$42.79 - $44.9 $252,204 - $264,640
5,894 New
5,894 $252,000
Q2 2024

Aug 13, 2024
BUY
$42.1 - $43.44 $378 - $390
9 Added 0.16%
5,798 $249,000
Q1 2024

May 06, 2024
SELL
$42.98 - $43.99 $68,639 - $70,252
-1,597 Reduced 21.62%
5,789 $251,000
Q4 2023

Feb 06, 2024
SELL
$40.67 - $44.21 $1,748 - $1,901
-43 Reduced 0.58%
7,386 $325,000
Q3 2023

Nov 07, 2023
SELL
$41.45 - $43.41 $307,434 - $321,971
-7,417 Reduced 49.96%
7,429 $308,000
Q2 2023

Aug 01, 2023
SELL
$42.79 - $44.17 $472,572 - $487,813
-11,044 Reduced 42.66%
14,846 $639,000
Q1 2023

Apr 24, 2023
SELL
$42.44 - $44.52 $15,745 - $16,516
-371 Reduced 1.41%
25,890 $1.13 Million
Q4 2022

Jan 13, 2023
BUY
$41.0 - $43.97 $1.08 Million - $1.15 Million
26,261 New
26,261 $0
Q4 2020

Feb 12, 2021
SELL
$53.28 - $53.95 $1.02 Million - $1.04 Million
-19,214 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
$53.76 - $54.71 $809,518 - $823,823
-15,058 Reduced 43.94%
19,214 $1.03 Million
Q2 2020

Aug 13, 2020
BUY
$51.53 - $53.82 $1.77 Million - $1.84 Million
34,272 New
34,272 $1.85 Million
Q4 2019

Jan 16, 2020
SELL
$51.78 - $52.68 $3.53 Million - $3.6 Million
-68,250 Closed
0 $0
Q3 2019

Nov 25, 2019
BUY
$51.74 - $52.41 $3.53 Million - $3.58 Million
68,250 New
68,250 $3.57 Million

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.

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  • Ticker AGGY
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