Form Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 6,591 shares of AGGY stock, worth $290,663. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,591
Previous 6,517 1.14%
Holding current value
$290,663
Previous $283 Million 1.6%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$42.51 - $43.7 $3,145 - $3,233
74 Added 1.14%
6,591 $288 Million
Q1 2025

Apr 22, 2025
BUY
$42.36 - $43.8 $276,060 - $285,444
6,517 New
6,517 $283 Million

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.9M
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
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