Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 01, 2021	SELL	$51.34 - $52.27 $200,585 - $204,218	-3,907 Closed	0 $0
Q1 2021 Apr 01, 2021	BUY	$51.09 - $53.61 $199,608 - $209,454	3,907 New	3,907 $200,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.08M
Shares

$176 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$50.2 Million
0.02% of portfolio
Cwm, LLC

1.13M
Shares

$48.9 Million
0.22% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$46.8 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

991K
Shares

$42.8 Million
0.1% of portfolio

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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