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 $556,805. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,955
Previous 12,808
1.15%
Holding current value
$556,805
Previous $549,000
2.37%
% of portfolio
0.04%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding AGGY
# of Institutions
187Shares Held
19MCall Options Held
12.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.85MShares$122 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$53.1 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$50.8 Million0.2% of portfolio
-
Trilogy Capital Inc.942KShares$40.5 Million2.19% of portfolio
-
High Tower Advisors, LLC Chicago, IL862KShares$37 Million0.05% of portfolio