Drive Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025

A detailed history of Drive Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,730 shares of AGGY stock, worth $372,509. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,730
Previous 8,571 1.86%
Holding current value
$372,509
Previous $367,000 3.27%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$42.36 - $43.8 $6,735 - $6,964
159 Added 1.86%
8,730 $379,000
Q4 2024

Jan 21, 2025
BUY
$42.79 - $44.9 $100,342 - $105,290
2,345 Added 37.66%
8,571 $367,000
Q3 2024

Nov 07, 2024
BUY
$42.76 - $45.16 $266,223 - $281,166
6,226 New
6,226 $278,000

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
19M
Call Options Held
12.1K
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
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