Atria Investments LLC Wisdomtree Yield Enhanced U.S. Transaction History

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024

A detailed history of Atria Investments LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atria Investments LLC holds 223,767 shares of AGGY stock, worth $9.61 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
223,767
Previous 182,794 22.41%
Holding current value
$9.61 Million
Previous $7.85 Million 27.41%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 01, 2024
BUY
$42.76 - $45.16 $1.75 Million - $1.85 Million
40,973 Added 22.41%
223,767 $10 Million
Q2 2024

Aug 13, 2024
BUY
$42.1 - $43.44 $313,855 - $323,845
7,455 Added 4.25%
182,794 $7.85 Million
Q1 2024

May 21, 2024
BUY
$42.98 - $43.99 $948,482 - $970,771
22,068 Added 14.4%
175,339 $7.61 Million
Q4 2023

Feb 14, 2024
BUY
$40.67 - $44.21 $2.8 Million - $3.05 Million
68,926 Added 81.72%
153,271 $6.75 Million
Q3 2023

Nov 07, 2023
BUY
$41.45 - $43.41 $740,462 - $775,476
17,864 Added 26.87%
84,345 $3.5 Million
Q2 2023

Aug 04, 2023
BUY
$42.79 - $44.17 $331,536 - $342,229
7,748 Added 13.19%
66,481 $2.86 Million
Q1 2023

May 10, 2023
BUY
$42.44 - $44.52 $2.49 Million - $2.61 Million
58,733 New
58,733 $2.57 Million
Q3 2021

Nov 16, 2021
SELL
$51.92 - $53.01 $1.1 Million - $1.13 Million
-21,245 Closed
0 $0
Q2 2021

Aug 10, 2021
SELL
$51.34 - $52.27 $231,748 - $235,946
-4,514 Reduced 17.52%
21,245 $1.11 Million
Q1 2021

May 11, 2021
BUY
$51.09 - $53.61 $1.32 Million - $1.38 Million
25,759 New
25,759 $1.32 Million
Q3 2020

Nov 05, 2020
SELL
$53.76 - $54.71 $2.05 Million - $2.09 Million
-38,158 Closed
0 $0
Q2 2020

Sep 22, 2020
SELL
$51.53 - $53.82 $133 Million - $139 Million
-2,579,847 Reduced 98.54%
38,158 $2.05 Million
Q2 2019

Aug 09, 2019
BUY
N/A
2,493,882 Added 2009.2%
2,618,005 $51,000
Q1 2019

May 15, 2019
BUY
N/A
110,702 Added 824.84%
124,123 $6.19 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-16,573 Reduced 55.25%
13,421 $647,000
Q3 2018

Oct 09, 2018
SELL
N/A
-138,646 Reduced 82.21%
29,994 $1.45 Million
Q2 2018

Jul 13, 2018
BUY
N/A
15,792 Added 10.33%
168,640 $8.17 Million
Q1 2018

Apr 30, 2018
BUY
N/A
2,692 Added 1.79%
152,848 $7.54 Million
Q4 2017

Jan 16, 2018
BUY
N/A
11,997 Added 8.68%
150,156 $7.62 Million
Q3 2017

Oct 12, 2017
BUY
N/A
138,159
138,159 $7.01 Million

Others Institutions Holding AGGY

# of Institutions
175
Shares Held
20.6M
Call Options Held
2.4K
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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