Captrust Financial Advisors Wisdomtree Yield Enhanced U.S. Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
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 71,146 shares of AGGY stock, worth $3.06 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
71,146
Previous 72,901
2.41%
Holding current value
$3.06 Million
Previous $3.13 Million
1.56%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding AGGY
# of Institutions
164Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$176 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$50.1 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$48.8 Million0.22% of portfolio
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Envestnet Asset Management Inc1.09MShares$46.7 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$42.7 Million0.1% of portfolio