David Kennon Inc Wisdomtree Yield Enhanced U.S. Transaction History
David Kennon Inc
- $216 Million
- Q2 2024
A detailed history of David Kennon Inc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, David Kennon Inc holds 27,169 shares of AGGY stock, worth $1.2 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
27,169
Previous 27,802
2.28%
Holding current value
$1.2 Million
Previous $1.21 Million
3.23%
% of portfolio
0.54%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$180 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.2 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.2 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.2 Million0.01% of portfolio