Cliftonlarsonallen Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 42,820 shares of AGGY stock, worth $1.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

42,820

Previous 36,216 18.24%

Holding current value

$1.9 Million

Previous $1.56 Million 23.09%

% of portfolio

0.04%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$42.76 - $45.16 $282,387 - $298,236	6,604 Added 18.24%	42,820 $1.91 Million
Q2 2024 Jul 11, 2024	BUY	$42.1 - $43.44 $27,449 - $28,322	652 Added 1.83%	36,216 $1.56 Million
Q1 2024 May 02, 2024	SELL	$42.98 - $43.99 $1.91 Million - $1.96 Million	-44,524 Reduced 55.59%	35,564 $1.54 Million
Q4 2023 Jan 16, 2024	BUY	$40.67 - $44.21 $2.51 Million - $2.73 Million	61,647 Added 334.29%	80,088 $3.53 Million
Q3 2023 Oct 13, 2023	BUY	$41.45 - $43.41 $764,379 - $800,523	18,441 New	18,441 $765,000

Others Institutions Holding AGGY

# of Institutions

158

Shares Held

19.2M

Call Options Held

Put Options Held

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Cliftonlarsonallen Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History