Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Capstone Financial Advisors, Inc.
- $1.51 Billion
- Q2 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 12,527 shares of AGGY stock, worth $560,583. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,527
Previous 12,394
1.07%
Holding current value
$560,583
Previous $537,000
0.19%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$182 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.5 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.6 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.6 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.6 Million0.01% of portfolio