Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History
Defined Financial Planning LLC
- $113 Billion
- Q2 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Defined Financial Planning LLC holds 137,948 shares of AGGY stock, worth $6.02 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
137,948
Previous 160,836
14.23%
Holding current value
$6.02 Million
Previous $7 Billion
15.11%
% of portfolio
5.28%
Previous 7.1%
Shares
3 transactions
Others Institutions Holding AGGY
# of Institutions
177Shares Held
17.3MCall Options Held
13.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.18MShares$95.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.4 Million0.02% of portfolio
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Cwm, LLC1.18MShares$51.5 Million0.18% of portfolio
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Mercer Global Advisors Inc Denver, CO870KShares$38 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL860KShares$37.5 Million0.05% of portfolio