Alterna Wealth Management, Inc Wisdomtree Yield Enhanced U.S. Transaction History
Alterna Wealth Management, Inc
- $108 Million
- Q3 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 $361,262. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,423
Previous 8,423
-0.0%
Holding current value
$361,262
Previous $361,000
4.16%
% of portfolio
0.35%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
167Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$175 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$49.9 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.6 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46.5 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.5 Million0.1% of portfolio