Vista Private Wealth Partners. LLC Wisdomtree Yield Enhanced U.S. Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 12, 2023	BUY	$41.0 - $43.97 $1,681 - $1,802	41 Added 0.84%	4,924 $0
Q3 2022 Oct 13, 2022	BUY	$41.91 - $46.15 $1,550 - $1,707	37 Added 0.76%	4,883 $208,000
Q2 2022 Jul 13, 2022	BUY	$43.6 - $47.89 $1,133 - $1,245	26 Added 0.54%	4,846 $219,000
Q1 2022 Apr 13, 2022	SELL	$47.38 - $51.33 $1,089 - $1,180	-23 Reduced 0.47%	4,820 $230,000
Q4 2021 Jan 19, 2022	BUY	$51.35 - $52.36 $21,361 - $21,781	416 Added 9.4%	4,843 $249,000
Q3 2021 Oct 13, 2021	BUY	$51.92 - $53.01 $1,142 - $1,166	22 Added 0.5%	4,427 $230,000
Q2 2021 Jul 14, 2021	SELL	$51.34 - $52.27 $3.21 Million - $3.27 Million	-62,612 Reduced 93.43%	4,405 $230,000
Q1 2021 Apr 14, 2021	BUY	$51.09 - $53.61 $2.47 Million - $2.6 Million	48,435 Added 260.66%	67,017 $3.61 Million
Q4 2020 Jan 20, 2021	SELL	$53.28 - $53.95 $2.58 Million - $2.61 Million	-48,435 Reduced 72.27%	18,582 $996,000
Q3 2020 Dec 22, 2020	BUY	$53.76 - $54.71 $117,841 - $119,924	2,192 Added 3.38%	67,017 $3.61 Million
Q2 2020 Jul 15, 2020	BUY	$51.53 - $53.82 $63,175 - $65,983	1,226 Added 1.93%	64,825 $3.49 Million
Q1 2020 Apr 16, 2020	BUY	$47.17 - $54.55 $367,973 - $425,544	7,801 Added 13.98%	63,599 $3.29 Million
Q4 2019 Jan 08, 2020	BUY	$51.78 - $52.68 $126,964 - $129,171	2,452 Added 4.6%	55,798 $2.92 Million
Q3 2019 Oct 16, 2019	BUY	$51.74 - $52.41 $155,478 - $157,492	3,005 Added 5.97%	53,346 $0
Q2 2019 Aug 27, 2019	BUY	N/A	4,738 Added 10.39%	50,341 $2.65 Million
Q1 2019 Apr 18, 2019	BUY	N/A	4,901 Added 12.04%	45,603 $2.27 Million
Q4 2018 Feb 14, 2019	BUY	N/A	1,270 Added 3.22%	40,702 $1.99 Million
Q3 2018 Nov 15, 2018	BUY	N/A	24,594 Added 165.75%	39,432 $1.87 Million
Q1 2018 May 15, 2018	BUY	N/A	4,829 Added 48.25%	14,838 $721,000
Q4 2017 Feb 26, 2018	BUY	N/A	10,009	10,009 $491,000

Others Institutions Holding AGGY

# of Institutions

171

Shares Held

20.5M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Account