United Advisor Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, United Advisor Group, LLC holds 9,507 shares of AGGY stock, worth $415,836. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,507
Previous 10,831 12.22%
Holding current value
$415,836
Previous $484,000 15.7%
% of portfolio
0.09%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
SELL
$42.79 - $44.9 $56,653 - $59,447
-1,324 Reduced 12.22%
9,507 $408,000
Q3 2024

Oct 30, 2024
BUY
$42.76 - $45.16 $1,496 - $1,580
35 Added 0.32%
10,831 $484,000
Q2 2024

Aug 08, 2024
SELL
$42.1 - $43.44 $72,412 - $74,716
-1,720 Reduced 13.74%
10,796 $463,000
Q1 2024

May 14, 2024
BUY
$42.98 - $43.99 $537,937 - $550,578
12,516 New
12,516 $543,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
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 United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email