Aveo Capital Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$41.91 - $46.15 $922 - $1,015	22 Added 0.35%	6,279 $265,000
Q2 2022 Aug 05, 2022	SELL	$43.6 - $47.89 $337,028 - $370,189	-7,730 Reduced 55.27%	6,257 $280,000
Q1 2022 May 13, 2022	SELL	$47.38 - $51.33 $4,358 - $4,722	-92 Reduced 0.65%	13,987 $669,000
Q4 2021 Feb 11, 2022	SELL	$51.35 - $52.36 $66,036 - $67,334	-1,286 Reduced 8.37%	14,079 $728,000
Q3 2021 Nov 12, 2021	SELL	$51.92 - $53.01 $243,297 - $248,404	-4,686 Reduced 23.37%	15,365 $798,000
Q2 2021 Aug 13, 2021	SELL	$51.34 - $52.27 $10,524 - $10,715	-205 Reduced 1.01%	20,051 $1.05 Million
Q1 2021 May 11, 2021	BUY	$51.09 - $53.61 $158,838 - $166,673	3,109 Added 18.13%	20,256 $1.04 Million
Q4 2020 Feb 10, 2021	SELL	$53.28 - $53.95 $363,849 - $368,424	-6,829 Reduced 28.48%	17,147 $921,000
Q3 2020 Nov 13, 2020	BUY	$53.76 - $54.71 $346,106 - $352,222	6,438 Added 36.71%	23,976 $1.29 Million
Q2 2020 Aug 12, 2020	SELL	$51.53 - $53.82 $700,035 - $731,144	-13,585 Reduced 43.65%	17,538 $944,000
Q1 2020 May 05, 2020	SELL	$47.17 - $54.55 $1.42 Million - $1.65 Million	-30,171 Reduced 49.22%	31,123 $1.61 Million
Q4 2019 Feb 06, 2020	SELL	$51.78 - $52.68 $99,106 - $100,829	-1,914 Reduced 3.03%	61,294 $3.2 Million
Q3 2019 Nov 07, 2019	BUY	$51.74 - $52.41 $628,537 - $636,676	12,148 Added 23.79%	63,208 $3.3 Million
Q2 2019 Aug 06, 2019	BUY	N/A	10,347 Added 25.41%	51,060 $2.62 Million
Q1 2019 May 07, 2019	SELL	N/A	-219 Reduced 0.54%	40,713 $2.03 Million
Q4 2018 Feb 11, 2019	BUY	N/A	40,932 New	40,932 $1.97 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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