Betterment LLC Wisdomtree Yield Enhanced U.S. Transaction History

Betterment LLC

  • $41.6 Billion
  • Q3 2024

A detailed history of Betterment LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Betterment LLC holds 24,463 shares of AGGY stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,463
Previous 21,740 12.53%
Holding current value
$1.05 Million
Previous $934,000 17.02%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.76 - $45.16 $116,435 - $122,970
2,723 Added 12.53%
24,463 $1.09 Million
Q2 2024

Aug 14, 2024
BUY
$42.1 - $43.44 $74,432 - $76,801
1,768 Added 8.85%
21,740 $934,000
Q1 2024

May 10, 2024
BUY
$42.98 - $43.99 $49,942 - $51,116
1,162 Added 6.18%
19,972 $866,000
Q4 2023

Feb 09, 2024
BUY
$40.67 - $44.21 $32,047 - $34,837
788 Added 4.37%
18,810 $828,000
Q3 2023

Nov 09, 2023
BUY
$41.45 - $43.41 $7,295 - $7,640
176 Added 0.99%
18,022 $748,000
Q2 2023

Aug 07, 2023
SELL
$42.79 - $44.17 $93,538 - $96,555
-2,186 Reduced 10.91%
17,846 $769,000
Q1 2023

May 15, 2023
BUY
$42.44 - $44.52 $45,835 - $48,081
1,080 Added 5.7%
20,032 $875,000
Q4 2022

Feb 13, 2023
BUY
$41.0 - $43.97 $37,638 - $40,364
918 Added 5.09%
18,952 $808,000
Q2 2022

Aug 10, 2022
BUY
$43.6 - $47.89 $111,485 - $122,454
2,557 Added 16.52%
18,034 $806,000
Q1 2022

May 16, 2022
BUY
$47.38 - $51.33 $288,070 - $312,086
6,080 Added 64.7%
15,477 $741,000
Q4 2021

Feb 15, 2022
BUY
$51.35 - $52.36 $482,535 - $492,026
9,397 New
9,397 $486,000

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
Call Options Held
2.4K
Put Options Held
0
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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