Atticus Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Atticus Wealth Management, LLC
- $294 Million
- Q4 2024
A detailed history of Atticus Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 6,553 shares of AGGY stock, worth $281,385. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,553
Previous 7,414
11.61%
Holding current value
$281,385
Previous $331,000
15.11%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
175Shares Held
20.6MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$175 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$49.9 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.7 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$46.6 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.6 Million0.1% of portfolio