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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 43,751 shares of AGGY stock, worth $1.95 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
43,751
Previous 50,508 13.38%
Holding current value
$1.95 Million
Previous $2.2 Billion 12.11%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$43.1 - $44.6 $291,226 - $301,362
-6,757 Reduced 13.38%
43,751 $1.94 Billion
Q2 2025

Jul 25, 2025
BUY
$42.51 - $43.7 $424,419 - $436,300
9,984 Added 24.64%
50,508 $2.2 Billion
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
179
Shares Held
16.5M
Call Options Held
13.7K
Put Options Held
0
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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