Centennial Wealth Advisory LLC Wisdomtree Yield Enhanced U.S. Transaction History

Centennial Wealth Advisory LLC

  • $214 Million
  • Q1 2024

A detailed history of Centennial Wealth Advisory LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 27,589 shares of AGGY stock, worth $1.2 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
27,589
Previous 23,922 15.33%
Holding current value
$1.2 Million
Previous $1.05 Million 13.68%
% of portfolio
0.56%
Previous 0.54%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$42.98 - $43.99 $157,607 - $161,311
3,667 Added 15.33%
27,589 $1.2 Million
Q4 2023

Jan 17, 2024
SELL
$40.67 - $44.21 $174,148 - $189,307
-4,282 Reduced 15.18%
23,922 $1.05 Million
Q3 2023

Oct 10, 2023
BUY
$41.45 - $43.41 $55,708 - $58,343
1,344 Added 5.0%
28,204 $1.17 Million
Q2 2023

Jul 17, 2023
SELL
$42.79 - $44.17 $14,249 - $14,708
-333 Reduced 1.22%
26,860 $1.16 Million
Q1 2023

Apr 13, 2023
BUY
$42.44 - $44.52 $101,558 - $106,536
2,393 Added 9.65%
27,193 $1.19 Million
Q4 2022

Jan 17, 2023
SELL
$41.36 - $43.97 $107,990 - $114,805
-2,611 Reduced 9.53%
24,800 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-726 Reduced 2.58%
27,411 $1.16 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-1,847 Reduced 6.16%
28,137 $1.26 Million
Q1 2022

Apr 18, 2022
BUY
N/A
2,809 Added 10.34%
29,984 $1.44 Million
Q4 2021

Jan 13, 2022
SELL
N/A
-3,826 Reduced 12.34%
27,175 $1.4 Million
Q3 2021

Oct 08, 2021
BUY
N/A
335 Added 1.09%
31,001 $1.61 Million
Q2 2021

Jul 13, 2021
BUY
N/A
9,177 Added 42.71%
30,666 $1.6 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-11,428 Reduced 34.72%
21,489 $1.1 Million
Q4 2020

Jan 26, 2021
BUY
N/A
32,917 New
32,917 $1.77 Million

Others Institutions Holding AGGY

# of Institutions
157
Shares Held
20.2M
Call Options Held
0
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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