Clear Point Advisors Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Clear Point Advisors Inc. holds 527 shares of AGGY stock, worth $23,736. This represents 0.02% of its overall portfolio holdings.
Number of Shares
527
Previous 525
0.38%
Holding current value
$23,736
Previous $22.8 Million
0.56%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$183 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.8 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.9 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.9 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.8 Million0.01% of portfolio