Coastal Investment Advisors, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$42.1 - $43.44 $30,522 - $31,494	-725 Reduced 17.99%	3,305 $141,000
Q1 2024 Apr 19, 2024	BUY	$42.98 - $43.99 $173,209 - $177,279	4,030 New	4,030 $174,000
Q2 2023 Aug 09, 2023	SELL	$42.79 - $44.17 $4,279 - $4,417	-100 Reduced 2.05%	4,767 $205,000
Q1 2023 May 05, 2023	SELL	$42.44 - $44.52 $29,920 - $31,386	-705 Reduced 12.65%	4,867 $212,000
Q4 2022 Feb 10, 2023	SELL	$41.0 - $43.97 $32,800 - $35,176	-800 Reduced 12.55%	5,572 $237,000
Q3 2022 Oct 27, 2022	SELL	$41.91 - $46.15 $86,963 - $95,761	-2,075 Reduced 24.56%	6,372 $269,000
Q2 2022 Aug 09, 2022	SELL	$43.6 - $47.89 $6,540 - $7,183	-150 Reduced 1.74%	8,447 $381,000
Q1 2022 Apr 13, 2022	SELL	$47.38 - $51.33 $9,949 - $10,779	-210 Reduced 2.38%	8,597 $411,000
Q4 2021 Jan 18, 2022	SELL	$51.35 - $52.36 $5,648 - $5,759	-110 Reduced 1.23%	8,807 $455,000
Q3 2021 Oct 18, 2021	BUY	$51.92 - $53.01 $21,027 - $21,469	405 Added 4.76%	8,917 $463,000
Q2 2021 Jul 15, 2021	SELL	$51.34 - $52.27 $13,348 - $13,590	-260 Reduced 2.96%	8,512 $444,000
Q1 2021 Apr 12, 2021	BUY	$51.09 - $53.61 $15,940 - $16,726	312 Added 3.69%	8,772 $449,000
Q4 2020 Jan 13, 2021	SELL	$53.28 - $53.95 $15,557 - $15,753	-292 Reduced 3.34%	8,460 $454,000
Q3 2020 Oct 23, 2020	SELL	$53.76 - $54.71 $1.39 Million - $1.41 Million	-25,784 Reduced 74.66%	8,752 $471,000
Q2 2020 Jul 16, 2020	BUY	$51.53 - $53.82 $41,584 - $43,432	807 Added 2.39%	34,536 $1.86 Million
Q1 2020 Apr 23, 2020	BUY	$47.17 - $54.55 $167,076 - $193,216	3,542 Added 11.73%	33,729 $1.74 Million
Q4 2019 Feb 05, 2020	BUY	$51.78 - $52.68 $389,696 - $396,469	7,526 Added 33.21%	30,187 $1.57 Million
Q3 2019 Oct 18, 2019	BUY	$51.74 - $52.41 $119,364 - $120,909	2,307 Added 11.33%	22,661 $1.18 Million
Q2 2019 Aug 01, 2019	BUY	N/A	4,620 Added 29.36%	20,354 $1.04 Million
Q1 2019 May 15, 2019	BUY	N/A	15,734 New	15,734 $783,000

Others Institutions Holding AGGY

# of Institutions

163

Shares Held

20.3M

Call Options Held

2.4K

Put Options Held

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