A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 33,734 shares of AGGY stock, worth $1.46 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,734
Previous 46,519 27.48%
Holding current value
$1.46 Million
Previous $2 Million 24.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$42.76 - $45.16 $546,686 - $577,370
-12,785 Reduced 27.48%
33,734 $1.51 Million
Q2 2024

Aug 13, 2024

BUY
$42.1 - $43.44 $46,604 - $48,088
1,107 Added 2.44%
46,519 $2 Million
Q1 2024

May 09, 2024

BUY
$42.98 - $43.99 $99,971 - $102,320
2,326 Added 5.4%
45,412 $1.97 Million
Q4 2023

Feb 09, 2024

SELL
$40.67 - $44.21 $207,864 - $225,957
-5,111 Reduced 10.6%
43,086 $1.9 Million
Q3 2023

Nov 03, 2023

SELL
$41.45 - $43.41 $1.17 Million - $1.22 Million
-28,217 Reduced 36.93%
48,197 $2 Million
Q2 2023

Aug 10, 2023

SELL
$42.79 - $44.17 $270,989 - $279,728
-6,333 Reduced 7.65%
76,414 $3.29 Million
Q1 2023

May 15, 2023

BUY
$42.44 - $44.52 $198,704 - $208,442
4,682 Added 6.0%
82,747 $3.62 Million
Q4 2022

Feb 15, 2023

BUY
$41.0 - $43.97 $3.2 Million - $3.43 Million
78,065 New
78,065 $3.33 Million

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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