Wealth Enhancement Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,628 shares of AGGY stock, worth $242,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,628
Previous 4,878 15.38%
Holding current value
$242,285
Previous $209,000 20.1%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$42.76 - $45.16 $32,070 - $33,870
750 Added 15.38%
5,628 $251,000
Q2 2024

Jul 16, 2024
SELL
$42.1 - $43.44 $45 Million - $46.4 Million
-1,068,669 Reduced 99.55%
4,878 $209,000
Q1 2024

Apr 15, 2024
BUY
$42.98 - $43.99 $13.8 Million - $14.1 Million
319,942 Added 42.45%
1,073,547 $46.6 Million
Q4 2023

Jan 30, 2024
SELL
$40.67 - $44.21 $11.9 Million - $12.9 Million
-291,730 Reduced 27.91%
753,605 $33.2 Million
Q3 2023

Nov 13, 2023
BUY
$41.45 - $43.41 $43.3 Million - $45.4 Million
1,045,335 New
1,045,335 $43.4 Million

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
Call Options Held
2.4K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email