Costello Asset Management, Inc Wisdomtree Yield Enhanced U.S. Transaction History

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025

A detailed history of Costello Asset Management, Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Costello Asset Management, Inc holds 134 shares of AGGY stock, worth $5,981. This represents 0.0% of its overall portfolio holdings.

Number of Shares
134
Previous 150 10.67%
Holding current value
$5,981
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$42.51 - $43.7 $680 - $699
-16 Reduced 10.67%
134 $5,000
Q1 2025

May 09, 2025
BUY
$42.36 - $43.8 $6,354 - $6,570
150 New
150 $6,000

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
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