American Financial & Tax Strategies Inc Wisdomtree Yield Enhanced U.S. Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 69,529 shares of AGGY stock, worth $3.01 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
69,529
Previous 70,842
1.85%
Holding current value
$3.01 Million
Previous $3.04 Million
2.14%
% of portfolio
1.62%
Previous 1.64%
Shares
4 transactions
Others Institutions Holding AGGY
# of Institutions
152Shares Held
19.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$176 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.8 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$49.1 Million0.22% of portfolio
-
Envestnet Asset Management Inc975KShares$42.2 Million0.01% of portfolio
-
Ubs Group Ag907KShares$39.3 Million0.01% of portfolio