Gateway Wealth Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 10,911 shares of AGGY stock, worth $471,573. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,911

Previous 10,861 0.46%

Holding current value

$471,573

Previous $486 Million 3.57%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$42.79 - $44.9 $2,139 - $2,245	50 Added 0.46%	10,911 $468 Million
Q3 2024 Oct 24, 2024	BUY	$42.76 - $45.16 $8,209 - $8,670	192 Added 1.8%	10,861 $486 Million
Q2 2024 Aug 16, 2024	SELL	$42.1 - $43.44 $4,167 - $4,300	-99 Reduced 0.92%	10,669 $458 Million
Q1 2024 May 14, 2024	SELL	$42.98 - $43.99 $12,550 - $12,845	-292 Reduced 2.64%	10,768 $467 Million
Q4 2023 Feb 13, 2024	BUY	$40.67 - $44.21 $15,698 - $17,065	386 Added 3.62%	11,060 $487 Million
Q3 2023 Nov 14, 2023	BUY	$41.45 - $43.41 $47,874 - $50,138	1,155 Added 12.13%	10,674 $443 Million
Q2 2023 Aug 14, 2023	BUY	$42.79 - $44.17 $407,318 - $420,454	9,519 New	9,519 $410 Million

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.5M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Gateway Wealth Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History