Obsidian Personal Planning Solutions LLC Wisdomtree Yield Enhanced U.S. Transaction History

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 4,924 shares of AGGY stock, worth $214,686. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,924
Previous 4,924 -0.0%
Holding current value
$214,686
Previous $220,000 4.09%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 06, 2024
SELL
$42.76 - $45.16 $116,991 - $123,557
-2,736 Reduced 35.72%
4,924 $220,000
Q2 2024

Jul 25, 2024
BUY
$42.1 - $43.44 $1,936 - $1,998
46 Added 0.6%
7,660 $329,000
Q3 2023

Nov 27, 2023
BUY
$41.45 - $43.41 $315,600 - $330,523
7,614 New
7,614 $316,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
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 Obsidian Personal Planning Solutions LLC Portfolio

Follow Obsidian Personal Planning Solutions 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 Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email