Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Capstone Financial Advisors, Inc.
- $1.72 Billion
- Q2 2025
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 12,976 shares of AGGY stock, worth $577,302. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,976
Previous 12,955
0.16%
Holding current value
$577,302
Previous $562,000
0.71%
% of portfolio
0.03%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding AGGY
# of Institutions
181Shares Held
17MCall Options Held
13.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.18MShares$97.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.5 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$52.5 Million0.18% of portfolio
-
Mercer Global Advisors Inc Denver, CO870KShares$38.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL860KShares$38.3 Million0.05% of portfolio