Pinnacle Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Pinnacle Financial Group, LLC

$251 Million
Q4 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 14,011 shares of AGGY stock, worth $610,179. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,011

Previous 14,029 0.13%

Holding current value

$610,179

Previous $627,000 4.15%

% of portfolio

0.24%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$42.79 - $44.9 $770 - $808	-18 Reduced 0.13%	14,011 $601,000
Q1 2024 May 15, 2024	SELL	$42.98 - $43.99 $32,063 - $32,816	-746 Reduced 5.05%	14,029 $608,000
Q3 2023 Nov 13, 2023	BUY	$41.45 - $43.41 $35,439 - $37,115	855 Added 6.14%	14,775 $613,000
Q1 2023 May 11, 2023	BUY	$42.44 - $44.52 $27,586 - $28,938	650 Added 4.9%	13,920 $608,000
Q4 2022 Feb 09, 2023	SELL	$41.0 - $43.97 $66,830 - $71,671	-1,630 Reduced 10.94%	13,270 $565,000
Q3 2022 Oct 27, 2022	BUY	$41.91 - $46.15 $312,858 - $344,509	7,465 Added 100.4%	14,900 $629,000
Q2 2022 Jul 19, 2022	BUY	$43.6 - $47.89 $324,166 - $356,062	7,435 New	7,435 $332,000

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.

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Pinnacle Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History