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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$42.76 - $45.16 $56,143 - $59,295
-1,313 Reduced 1.85%
69,529 $3.11 Million
Q2 2024

Aug 08, 2024
SELL
$42.1 - $43.44 $7,241 - $7,471
-172 Reduced 0.24%
70,842 $3.04 Million
Q1 2024

Aug 02, 2024
BUY
$42.98 - $43.99 $3.05 Million - $3.12 Million
71,014 New
71,014 $3.08 Million
Q4 2023

Aug 06, 2024
BUY
$40.67 - $44.21 $14,031 - $15,252
345 Added 0.49%
71,359 $3.14 Billion

Others Institutions Holding AGGY

# of Institutions
155
Shares Held
19.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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