Acorn Financial Advisory Services Inc Wisdomtree Yield Enhanced U.S. Transaction History

Acorn Financial Advisory Services Inc

  • $523 Million
  • Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,241 shares of AGGY stock, worth $228,245. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,241
Previous 5,241 -0.0%
Holding current value
$228,245
Previous $234,000 4.27%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$42.1 - $43.44 $17,471 - $18,027
415 Added 8.6%
5,241 $225,000
Q4 2023

Jan 17, 2024
BUY
$40.67 - $44.21 $196,273 - $213,357
4,826 New
4,826 $212,000
Q2 2022

Jul 12, 2022
SELL
$43.6 - $47.89 $207,187 - $227,573
-4,752 Closed
0 $0
Q3 2020

Oct 15, 2020
SELL
$53.76 - $54.71 $268 - $273
-5 Reduced 0.11%
4,752 $256,000
Q1 2020

Apr 15, 2020
BUY
$47.17 - $54.55 $224,387 - $259,494
4,757 New
4,757 $246,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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