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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $5,599 - $5,777	133 Added 1.07%	12,527 $538,000
Q1 2024 May 14, 2024	BUY	$42.98 - $43.99 $5,458 - $5,586	127 Added 1.04%	12,394 $537,000
Q4 2023 Feb 13, 2024	BUY	$40.67 - $44.21 $498,898 - $542,324	12,267 New	12,267 $539,000
Q3 2022 Nov 14, 2022	SELL	N/A	-6,414 Closed	0 $0
Q2 2022 Sep 02, 2022	SELL	N/A	-313,649 Reduced 98.0%	6,414 $287,000
Q1 2022 May 13, 2022	BUY	N/A	171,568 Added 115.54%	320,063 $15.3 Million
Q4 2021 Feb 11, 2022	BUY	N/A	148,495 New	148,495 $7.67 Million
Q1 2019 May 14, 2019	SELL	N/A	-27,842 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	27,842 New	27,842 $1.34 Million

Others Institutions Holding AGGY

# of Institutions

158

Shares Held

19M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History