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

Alterna Wealth Management, Inc

  • $112 Million
  • Q2 2024

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 8,423 shares of AGGY stock, worth $373,560. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,423
Previous 5,201 61.95%
Holding current value
$373,560
Previous $225,000 60.44%
% of portfolio
0.32%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
158
Shares Held
19M
Call Options Held
0
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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