Atria Wealth Solutions, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 12,503 shares of AGGY stock, worth $553,257. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,503

Previous 5,789 115.98%

Holding current value

$553,257

Previous $251,000 117.13%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$42.51 - $43.7 $285,412 - $293,401	6,714 Added 115.98%	12,503 $545,000
Q1 2025 May 09, 2025	BUY	$42.36 - $43.8 $245,222 - $253,558	5,789 New	5,789 $251,000
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

# of Institutions

179

Shares Held

16.9M

Call Options Held

13.7K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Atria Wealth Solutions, Inc. Wisdomtree Yield Enhanced U.S. Transaction History