Beacon Financial Advisory LLC Wisdomtree Yield Enhanced U.S. Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 18,372 shares of AGGY stock, worth $795,875. This represents 0.28% of its overall portfolio holdings.

Number of Shares
18,372
Previous 12,765 43.92%
Holding current value
$795,875
Previous $570,000 38.25%
% of portfolio
0.28%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$42.79 - $44.9 $239,923 - $251,754
5,607 Added 43.92%
18,372 $788,000
Q3 2024

Oct 30, 2024
BUY
$42.76 - $45.16 $226,200 - $238,896
5,290 Added 70.77%
12,765 $570,000
Q2 2024

Jul 26, 2024
BUY
$42.1 - $43.44 $314,697 - $324,714
7,475 New
7,475 $321,000

Others Institutions Holding AGGY

# of Institutions
175
Shares Held
20.6M
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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