Caldwell Trust CO Wisdomtree Yield Enhanced U.S. Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Caldwell Trust CO holds 300 shares of AGGY stock, worth $13,392. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$13,392
Previous $13.1 Million
1.47%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
178Shares Held
16.5MCall Options Held
13.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.18MShares$97.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.7 Million0.02% of portfolio
-
Cwm, LLC1.22MShares$54.3 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO870KShares$38.8 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL860KShares$38.4 Million0.05% of portfolio