Creative Financial Designs Inc Wisdomtree Yield Enhanced U.S. Transaction History

Creative Financial Designs Inc

  • $1.05 Billion
  • Q1 2024

A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Creative Financial Designs Inc holds 8,107 shares of AGGY stock, worth $347,790. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,107
Previous 6,403 26.61%
Holding current value
$347,790
Previous $281,000 24.91%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$42.98 - $43.99 $73,237 - $74,958
1,704 Added 26.61%
8,107 $351,000
Q4 2023

Jan 10, 2024
BUY
$40.67 - $44.21 $23,507 - $25,553
578 Added 9.92%
6,403 $281,000
Q3 2023

Nov 14, 2023
BUY
$41.45 - $43.41 $71,708 - $75,099
1,730 Added 42.25%
5,825 $241,000
Q2 2023

Jul 26, 2023
BUY
$42.79 - $44.17 $113,650 - $117,315
2,656 Added 184.57%
4,095 $176,000
Q1 2023

Apr 25, 2023
BUY
$42.44 - $44.52 $1,315 - $1,380
31 Added 2.2%
1,439 $62,000
Q4 2022

Feb 01, 2023
BUY
$41.36 - $43.97 $52,072 - $55,358
1,259 Added 844.97%
1,408 $60,000
Q2 2022

Aug 01, 2022
SELL
N/A
-183 Reduced 55.12%
149 $7,000
Q1 2022

Apr 15, 2022
BUY
N/A
332 New
332 $16,000
Q4 2021

Jan 26, 2022
SELL
N/A
-350 Closed
0 $0
Q3 2021

Oct 08, 2021
SELL
N/A
-100 Reduced 22.22%
350 $18,000
Q1 2021

Apr 19, 2021
SELL
N/A
-469 Reduced 51.03%
450 $23,000
Q4 2020

Jan 08, 2021
BUY
N/A
110 Added 13.6%
919 $49,000
Q3 2020

Oct 06, 2020
SELL
N/A
-1,330 Reduced 62.18%
809 $44,000
Q1 2020

Apr 22, 2020
BUY
N/A
1,889 Added 755.6%
2,139 $110,000
Q4 2019

Jan 17, 2020
SELL
N/A
-260 Reduced 50.98%
250 $13,000
Q3 2019

Oct 23, 2019
BUY
N/A
260 Added 104.0%
510 $27,000
Q2 2018

Jul 13, 2018
BUY
N/A
250 New
250 $12,000

Others Institutions Holding AGGY

# of Institutions
157
Shares Held
20.2M
Call Options Held
0
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
Track This Portfolio

Track Creative Financial Designs Inc Portfolio

Follow Creative Financial Designs Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email