Arkadios Wealth Advisors Wisdomtree Yield Enhanced U.S. Transaction History

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,329 shares of AGGY stock, worth $455,508. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,329
Previous 7,558 36.66%
Holding current value
$455,508
Previous $329,000 38.91%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$43.1 - $44.6 $119,430 - $123,586
2,771 Added 36.66%
10,329 $457,000
Q2 2025

Aug 04, 2025
BUY
$42.51 - $43.7 $321,290 - $330,284
7,558 New
7,558 $329,000

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
15.9M
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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