Barnes Wealth Management Group, Inc Wisdomtree Yield Enhanced U.S. Transaction History

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,816 shares of AGGY stock, worth $777,490. This represents 0.5% of its overall portfolio holdings.

Number of Shares
17,816
Previous 16,459 8.24%
Holding current value
$777,490
Previous $706 Million 9.53%
% of portfolio
0.5%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$42.36 - $43.8 $57,482 - $59,436
1,357 Added 8.24%
17,816 $774 Million
Q4 2024

May 12, 2025
BUY
$42.79 - $44.9 $704,280 - $739,009
16,459 New
16,459 $706 Million

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
18.3M
Call Options Held
12.1K
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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