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 $1.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
42,820
Previous 36,216 18.24%
Holding current value
$1.85 Million
Previous $1.56 Million 23.09%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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