Creekmur Asset Management LLC Wisdomtree Yield Enhanced U.S. Transaction History
Creekmur Asset Management LLC
- $292 Billion
- Q1 2024
A detailed history of Creekmur Asset Management LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Creekmur Asset Management LLC holds 47 shares of AGGY stock, worth $2,042. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47
Previous 47
-0.0%
Holding current value
$2,042
Previous $2.07 Million
1.4%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
159Shares Held
19.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.98MShares$173 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.1 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$49.1 Million0.23% of portfolio
-
Envestnet Asset Management Inc884KShares$38.4 Million0.01% of portfolio
-
Simpli Fi, Inc.883KShares$38.4 Million17.53% of portfolio