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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

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 4,906 shares of AGGY stock, worth $210,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,906

Previous 13,204 62.84%

Holding current value

$210,859

Previous $566,000 62.37%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$42.36 - $43.8 $351,503 - $363,452	-8,298 Reduced 62.84%	4,906 $213,000
Q4 2024 Feb 10, 2025	BUY	$42.79 - $44.9 $32,263 - $33,854	754 Added 6.06%	13,204 $566,000
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

187

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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