Org Partners LLC Wisdomtree Yield Enhanced U.S. Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Org Partners LLC holds 2,961 shares of AGGY stock, worth $127,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,961

Holding current value

$127,115

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$42.79 - $44.9 $126,701 - $132,948	2,961 New	2,961 $127,000

Others Institutions Holding AGGY

# of Institutions

171

Shares Held

20.5M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.08M
Shares

$175 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$49.9 Million
0.02% of portfolio
Cwm, LLC

1.13M
Shares

$48.7 Million
0.22% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$46.6 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

991K
Shares

$42.6 Million
0.1% of portfolio

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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