Acorn Financial Advisory Services Inc Wisdomtree Yield Enhanced U.S. Transaction History
Acorn Financial Advisory Services Inc
- $483 Million
- Q2 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 $236,002. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,241
Previous 4,826
8.6%
Holding current value
$236,002
Previous $209,000
7.66%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$183 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.8 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.9 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.9 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.8 Million0.01% of portfolio