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

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 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 43,548 shares of AGGY stock, worth $1.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

43,548

Previous 42,820 1.7%

Holding current value

$1.89 Million

Previous $1.91 Million 2.35%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$42.79 - $44.9 $31,151 - $32,687	728 Added 1.7%	43,548 $1.87 Million
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

169

Shares Held

20.6M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

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