Defined Financial Planning LLC Wisdomtree Yield Enhanced U.S. Transaction History

Defined Financial Planning LLC

  • $93.7 Billion
  • Q4 2024

A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Defined Financial Planning LLC holds 146,873 shares of AGGY stock, worth $6.35 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
146,873
Holding current value
$6.35 Million
% of portfolio
6.73%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$42.79 - $44.9 $6.28 Million - $6.59 Million
146,873 New
146,873 $6.3 Billion

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
21.7M
Call Options Held
2.4K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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