American Financial & Tax Strategies Inc Wisdomtree Yield Enhanced U.S. Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 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 $2.97 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
69,529
Previous 69,529
-0.0%
Holding current value
$2.97 Million
Previous $3.11 Million
3.99%
% of portfolio
1.59%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding AGGY
# of Institutions
174Shares Held
21.7MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$174 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$55.8 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$50.4 Million0.21% of portfolio
-
Envestnet Asset Management Inc1.1MShares$46.8 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.3 Million0.1% of portfolio