A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,541 shares of AGGY stock, worth $195,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,541
Holding current value
$195,490
% of portfolio
0.0%

Shares

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

Nov 08, 2024

BUY
$42.76 - $45.16 $194,173 - $205,071
4,541 New
4,541 $203,000
Q2 2023

Aug 03, 2023

BUY
$42.79 - $44.17 $207,531 - $214,224
4,850 New
4,850 $208,000
Q2 2022

Aug 15, 2022

SELL
$43.6 - $47.89 $211,547 - $232,362
-4,852 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$47.38 - $51.33 $229,887 - $249,053
4,852 New
4,852 $232,000

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.