Peterson Financial Group, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 11 shares of AGGY stock, worth $485. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$485

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$42.76 - $45.16 $470 - $496	11 New	11 $514,000

Others Institutions Holding AGGY

# of Institutions

185

Shares Held

16.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.22M
Shares

$98 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.26M
Shares

$55.4 Million
0.02% of portfolio
Cwm, LLC

1.24M
Shares

$54.6 Million
0.15% of portfolio
Mercer Global Advisors Inc Denver, CO

1.16M
Shares

$51.2 Million
0.09% of portfolio
High Tower Advisors, LLC Chicago, IL

816K
Shares

$36 Million
0.04% of portfolio

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Peterson Financial Group, Inc. Wisdomtree Yield Enhanced U.S. Transaction History