Simpli Fi, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Simpli Fi, Inc.
- $220 Million
- Q3 2024
A detailed history of Simpli Fi, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Simpli Fi, Inc. holds 850,131 shares of AGGY stock, worth $37 Million. This represents 17.24% of its overall portfolio holdings.
Number of Shares
850,131
Previous 841,265
1.05%
Holding current value
$37 Million
Previous $36.1 Million
5.17%
% of portfolio
17.24%
Previous 16.69%
Shares
13 transactions
Others Institutions Holding AGGY
# of Institutions
154Shares Held
19.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$177 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$49.4 Million0.22% of portfolio
-
Envestnet Asset Management Inc975KShares$42.5 Million0.01% of portfolio
-
Ubs Group Ag907KShares$39.5 Million0.01% of portfolio