Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q4 2024
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 12,808 shares of AGGY stock, worth $557,788. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,808
Previous 12,660
1.17%
Holding current value
$557,788
Previous $566,000
3.0%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding AGGY
# of Institutions
174Shares Held
20.6MCall Options Held
900Put Options Held
9.3K-
Bank Of America Corp Charlotte, NC2.87MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$56.9 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.4 Million0.21% of portfolio
-
Envestnet Asset Management Inc1.1MShares$47.7 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.09MShares$47.5 Million0.12% of portfolio