Envestnet Portfolio Solutions, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 12,450 shares of AGGY stock, worth $539,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,450
Previous 12,145 2.51%
Holding current value
$539,334
Previous $521,000 6.72%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$42.76 - $45.16 $13,041 - $13,773
305 Added 2.51%
12,450 $556,000
Q2 2024

Jul 16, 2024
BUY
$42.1 - $43.44 $70,138 - $72,371
1,666 Added 15.9%
12,145 $521,000
Q1 2024

May 06, 2024
BUY
$42.98 - $43.99 $108,352 - $110,898
2,521 Added 31.68%
10,479 $454,000
Q4 2023

Feb 07, 2024
BUY
$40.67 - $44.21 $18,708 - $20,336
460 Added 6.13%
7,958 $350,000
Q3 2023

Nov 13, 2023
BUY
$41.45 - $43.41 $310,792 - $325,488
7,498 New
7,498 $311,000

Others Institutions Holding AGGY

# of Institutions
163
Shares Held
20.3M
Call Options Held
2.4K
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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