Colton Groome Financial Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Colton Groome Financial Advisors, LLC

$260 Million
Q4 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$41.0 - $43.97 $506,104 - $542,765	12,344 Added 19.85%	74,519 $0
Q3 2022 Oct 20, 2022	SELL	$41.91 - $46.15 $731,874 - $805,917	-17,463 Reduced 21.93%	62,175 $2.63 Million
Q2 2022 Jul 26, 2022	SELL	$43.6 - $47.89 $2.65 Million - $2.91 Million	-60,841 Reduced 43.31%	79,638 $3.56 Million
Q1 2022 Apr 18, 2022	BUY	$47.38 - $51.33 $1.01 Million - $1.09 Million	21,224 Added 17.8%	140,479 $6.72 Million
Q4 2021 Jan 19, 2022	SELL	$51.35 - $52.36 $721,416 - $735,605	-14,049 Reduced 10.54%	119,255 $6.16 Million
Q3 2021 Oct 18, 2021	SELL	$51.92 - $53.01 $16,666 - $17,016	-321 Reduced 0.24%	133,304 $6.92 Million
Q2 2021 Jul 21, 2021	BUY	$51.34 - $52.27 $146,010 - $148,655	2,844 Added 2.17%	133,625 $6.98 Million
Q1 2021 Apr 21, 2021	BUY	$51.09 - $53.61 $717,712 - $753,113	14,048 Added 12.03%	130,781 $6.7 Million
Q4 2020 Jan 19, 2021	SELL	$53.28 - $53.95 $4.83 Million - $4.89 Million	-90,727 Reduced 43.73%	116,733 $6.27 Million
Q3 2020 Oct 23, 2020	BUY	$53.76 - $54.71 $633,776 - $644,976	11,789 Added 6.02%	207,460 $11.2 Million
Q2 2020 Jul 14, 2020	BUY	$51.53 - $53.82 $4.74 Million - $4.95 Million	91,897 Added 88.55%	195,671 $10.5 Million
Q1 2020 Apr 13, 2020	SELL	$47.17 - $54.55 $3.44 Million - $3.98 Million	-72,946 Reduced 41.28%	103,774 $5.36 Million
Q4 2019 Jan 21, 2020	BUY	$51.78 - $52.68 $269,048 - $273,725	5,196 Added 3.03%	176,720 $9.23 Million
Q3 2019 Nov 12, 2019	BUY	$51.74 - $52.41 $3.62 Million - $3.67 Million	69,991 Added 68.93%	171,524 $8.89 Million
Q2 2019 Jul 19, 2019	BUY	N/A	101,533 New	101,533 $5.2 Million

Others Institutions Holding AGGY

# of Institutions

172

Shares Held

20.5M

Call Options Held

900

Put Options Held

9.3K

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