Captrust Financial Advisors Wisdomtree Yield Enhanced U.S. Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Captrust Financial Advisors holds 75,434 shares of AGGY stock, worth $3.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
75,434
Previous 77,564 2.75%
Holding current value
$3.24 Million
Previous $3.33 Million 1.59%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$42.36 - $43.8 $90,226 - $93,294
-2,130 Reduced 2.75%
75,434 $3.28 Million
Q4 2024

Feb 14, 2025
BUY
$42.79 - $44.9 $274,626 - $288,168
6,418 Added 9.02%
77,564 $3.33 Million
Q3 2024

Nov 14, 2024
SELL
$42.76 - $45.16 $75,043 - $79,255
-1,755 Reduced 2.41%
71,146 $3.18 Million
Q2 2024

Aug 14, 2024
BUY
$42.1 - $43.44 $181,072 - $186,835
4,301 Added 6.27%
72,901 $3.13 Million
Q1 2024

May 15, 2024
SELL
$42.98 - $43.99 $223,324 - $228,572
-5,196 Reduced 7.04%
68,600 $2.98 Million
Q4 2023

Feb 14, 2024
SELL
$40.67 - $44.21 $199,649 - $217,026
-4,909 Reduced 6.24%
73,796 $3.25 Million
Q3 2023

Nov 14, 2023
SELL
$41.45 - $43.41 $229,011 - $239,840
-5,525 Reduced 6.56%
78,705 $3.27 Million
Q2 2023

Aug 14, 2023
BUY
$42.79 - $44.17 $3.6 Million - $3.72 Million
84,230 New
84,230 $3.63 Million
Q2 2022

Aug 16, 2022
BUY
$43.6 - $47.89 $9,156 - $10,056
210 New
210 $9,000
Q1 2022

May 16, 2022
SELL
$47.38 - $51.33 $9,949 - $10,779
-210 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$51.35 - $52.36 $63,109 - $64,350
-1,229 Reduced 85.41%
210 $11,000
Q3 2021

Nov 16, 2021
BUY
$51.92 - $53.01 $63,809 - $65,149
1,229 Added 585.24%
1,439 $75,000
Q4 2020

Feb 16, 2021
BUY
$53.28 - $53.95 $11,188 - $11,329
210 New
210 $11,000
Q3 2020

Nov 17, 2020
SELL
$53.76 - $54.71 $11,289 - $11,489
-210 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$51.53 - $53.82 $10,821 - $11,302
210 New
210 $11,000

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
19M
Call Options Held
12.1K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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