Opal Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 44,924 shares of AGGY stock, worth $1.96 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
44,924
Previous 48,071 6.55%
Holding current value
$1.96 Million
Previous $2.15 Million 10.28%
% of portfolio
0.59%
Previous 0.68%

Shares

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

Jan 28, 2025
SELL
$42.79 - $44.9 $134,660 - $141,300
-3,147 Reduced 6.55%
44,924 $1.93 Million
Q3 2024

Oct 15, 2024
SELL
$42.76 - $45.16 $91,976 - $97,139
-2,151 Reduced 4.28%
48,071 $2.15 Million
Q2 2024

Jul 12, 2024
SELL
$42.1 - $43.44 $19,787 - $20,416
-470 Reduced 0.93%
50,222 $2.16 Million
Q1 2024

Apr 11, 2024
SELL
$42.98 - $43.99 $3,180 - $3,255
-74 Reduced 0.15%
50,692 $2.2 Million
Q4 2023

Jan 19, 2024
BUY
$40.67 - $44.21 $2.06 Million - $2.24 Million
50,766 New
50,766 $2.23 Million

Others Institutions Holding AGGY

# of Institutions
173
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 Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, 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 Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email