Beacon Financial Group Wisdomtree Yield Enhanced U.S. Transaction History
Beacon Financial Group
- $886 Million
- Q4 2024
A detailed history of Beacon Financial Group transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Beacon Financial Group holds 96,650 shares of AGGY stock, worth $4.23 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
96,650
Previous 179,537
46.17%
Holding current value
$4.23 Million
Previous $8.03 Million
48.32%
% of portfolio
0.47%
Previous 0.88%
Shares
19 transactions
Others Institutions Holding AGGY
# of Institutions
174Shares Held
20.6MCall Options Held
900Put Options Held
9.3K-
Bank Of America Corp Charlotte, NC2.87MShares$126 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$57.2 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.6 Million0.21% of portfolio
-
Envestnet Asset Management Inc1.1MShares$47.9 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.09MShares$47.7 Million0.12% of portfolio