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

Beacon Financial Advisory LLC

$298 Million
Q1 2025

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 25,361 shares of AGGY stock, worth $1.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

25,361

Previous 18,372 38.04%

Holding current value

$1.1 Million

Previous $788,000 39.72%

% of portfolio

0.37%

Previous 0.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$42.36 - $43.8 $296,054 - $306,118	6,989 Added 38.04%	25,361 $1.1 Million
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

184

Shares Held

19.5M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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