Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 2025
A detailed history of Capstone Financial Advisors, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 12,976 shares of AGGY stock, worth $566,272. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,976
Previous 12,955
0.16%
Holding current value
$566,272
Previous $562,000
0.71%
% of portfolio
0.03%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding AGGY
# of Institutions
180Shares Held
17.9MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.4 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.5 Million0.18% of portfolio
-
High Tower Advisors, LLC Chicago, IL860KShares$37.5 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO840KShares$36.7 Million0.08% of portfolio