Goldstone Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 51,195 shares of AGGY stock, worth $2.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

51,195

Previous 43,890 16.64%

Holding current value

$2.2 Million

Previous $1.96 Billion 11.97%

% of portfolio

0.34%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$42.79 - $44.9 $312,580 - $327,994	7,305 Added 16.64%	51,195 $2.2 Billion
Q3 2024 Oct 28, 2024	BUY	$42.76 - $45.16 $1.88 Million - $1.98 Million	43,890 New	43,890 $1.96 Billion
Q2 2024 Jan 15, 2025	SELL	$42.1 - $43.44 $603,503 - $622,712	-14,335 Reduced 28.0%	36,860 $1.58 Billion
Q1 2024 Jan 15, 2025	BUY	$42.98 - $43.99 $217,951 - $223,073	5,071 Added 21.39%	28,774 $1.25 Billion
Q4 2023 Jan 15, 2025	BUY	$40.67 - $44.21 $263,500 - $286,436	6,479 Added 37.62%	23,703 $1.04 Billion
Q3 2023 Jan 15, 2025	BUY	$41.45 - $43.41 $174,919 - $183,190	4,220 Added 32.45%	17,224 $715 Million
Q2 2023 Jan 15, 2025	BUY	$42.79 - $44.17 $109,799 - $113,340	2,566 Added 24.58%	13,004 $560 Million
Q1 2023 Jan 15, 2025	SELL	$42.44 - $44.52 $1.73 Million - $1.81 Million	-40,757 Reduced 79.61%	10,438 $456 Million

Others Institutions Holding AGGY

# of Institutions

173

Shares Held

20.5M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Goldstone Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History