Atticus Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

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 704 shares of AGGY stock, worth $30,455. This represents 0.01% of its overall portfolio holdings.

Number of Shares
704
Previous 6,553 89.26%
Holding current value
$30,455
Previous $281,000 89.32%
% of portfolio
0.01%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$42.36 - $43.8 $247,763 - $256,186
-5,849 Reduced 89.26%
704 $30,000
Q4 2024

Jan 22, 2025
SELL
$42.79 - $44.9 $36,842 - $38,658
-861 Reduced 11.61%
6,553 $281,000
Q3 2024

Oct 15, 2024
BUY
$42.76 - $45.16 $317,022 - $334,816
7,414 New
7,414 $331,000

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
19.4M
Call Options Held
900
Put Options Held
9.3K
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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