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

Alterna Wealth Management, Inc

  • $120 Million
  • Q2 2025

A detailed history of Alterna Wealth Management, Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 9,127 shares of AGGY stock, worth $398,302. This represents 0.33% of its overall portfolio holdings.

Number of Shares
9,127
Previous 9,440 3.32%
Holding current value
$398,302
Previous $409,000 2.69%
% of portfolio
0.33%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$42.51 - $43.7 $13,305 - $13,678
-313 Reduced 3.32%
9,127 $398,000
Q1 2025

Apr 28, 2025
SELL
$42.36 - $43.8 $458,335 - $473,915
-10,820 Reduced 53.41%
9,440 $409,000
Q4 2024

Jan 24, 2025
BUY
$42.79 - $44.9 $506,505 - $531,481
11,837 Added 140.53%
20,260 $869,000
Q2 2024

Jul 12, 2024
BUY
$42.1 - $43.44 $135,646 - $139,963
3,222 Added 61.95%
8,423 $361,000
Q1 2024

May 03, 2024
BUY
$42.98 - $43.99 $223,538 - $228,791
5,201 New
5,201 $225,000

Others Institutions Holding AGGY

# of Institutions
177
Shares Held
17.3M
Call Options Held
13.7K
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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