Concurrent Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 40,524 shares of AGGY stock, worth $1.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
40,524
Holding current value
$1.75 Million
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$42.36 - $43.8 $1.72 Million - $1.77 Million
40,524 New
40,524 $1.76 Billion

Others Institutions Holding AGGY

# of Institutions
186
Shares Held
19.5M
Call Options Held
900
Put Options Held
9.3K
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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