Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 2,601 shares of AGGY stock, worth $112,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,601

Previous 2,602 0.04%

Holding current value

$112,285

Previous $116,000 4.31%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$42.79 - $44.9 $42 - $44	-1 Reduced 0.04%	2,601 $111,000
Q3 2024 Nov 08, 2024	BUY	$42.76 - $45.16 $17,531 - $18,515	410 Added 18.7%	2,602 $116,000
Q2 2024 Aug 13, 2024	SELL	$42.1 - $43.44 $48,667 - $50,216	-1,156 Reduced 34.53%	2,192 $94,000
Q1 2024 Apr 30, 2024	BUY	$42.98 - $43.99 $143,897 - $147,278	3,348 New	3,348 $145,000
Q3 2023 Oct 17, 2023	BUY	$41.45 - $43.41 $11,108 - $11,633	268 Added 4.2%	6,645 $275,000
Q2 2023 Jul 19, 2023	BUY	$42.79 - $44.17 $12,366 - $12,765	289 Added 4.75%	6,377 $274,000
Q1 2023 May 10, 2023	BUY	$42.44 - $44.52 $258,374 - $271,037	6,088 New	6,088 $265,000

Others Institutions Holding AGGY

# of Institutions

173

Shares Held

20.5M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History