David Kennon Inc Wisdomtree Yield Enhanced U.S. Transaction History
David Kennon Inc
- $231 Million
- Q3 2024
A detailed history of David Kennon Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, David Kennon Inc holds 27,119 shares of AGGY stock, worth $1.17 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
27,119
Previous 27,169
0.18%
Holding current value
$1.17 Million
Previous $1.17 Million
3.86%
% of portfolio
0.53%
Previous 0.54%
Shares
9 transactions
Others Institutions Holding AGGY
# of Institutions
164Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$176 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$50.2 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.9 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46.8 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.7 Million0.1% of portfolio