Capstone Financial Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Capstone Financial Advisors, Inc.
- $1.59 Billion
- Q1 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 12,955 shares of AGGY stock, worth $563,024. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,955
Previous 12,808
1.15%
Holding current value
$563,024
Previous $549,000
2.37%
% of portfolio
0.04%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding AGGY
# of Institutions
181Shares Held
18MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$53.7 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.3 Million0.18% of portfolio
-
High Tower Advisors, LLC Chicago, IL862KShares$37.5 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO840KShares$36.5 Million0.08% of portfolio