Envestnet Portfolio Solutions, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 12,145 shares of AGGY stock, worth $544,460. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,145
Previous 10,479 15.9%
Holding current value
$544,460
Previous $454,000 14.76%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$42.1 - $43.44 $70,138 - $72,371
1,666 Added 15.9%
12,145 $521,000
Q1 2024

May 06, 2024
BUY
$42.98 - $43.99 $108,352 - $110,898
2,521 Added 31.68%
10,479 $454,000
Q4 2023

Feb 07, 2024
BUY
$40.67 - $44.21 $18,708 - $20,336
460 Added 6.13%
7,958 $350,000
Q3 2023

Nov 13, 2023
BUY
$41.45 - $43.41 $310,792 - $325,488
7,498 New
7,498 $311,000

Others Institutions Holding AGGY

# of Institutions
158
Shares Held
19M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email