Cary Street Partners Investment Advisory LLC Wisdomtree Yield Enhanced U.S. Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$42.79 - $44.17 $10,783 - $11,130	252 New	252 $10,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.08M
Shares

$178 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$50.7 Million
0.02% of portfolio
Cwm, LLC

1.13M
Shares

$49.4 Million
0.22% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$47.3 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

991K
Shares

$43.2 Million
0.1% of portfolio

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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