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 10,831 shares of AGGY stock, worth $469,848. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,831
Previous 10,796 0.32%
Holding current value
$469,848
Previous $463,000 4.54%
% of portfolio
0.11%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE YIELD ENHANCED U.S.


  • 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.