Ever Source Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 199 shares of AGGY stock, worth $8,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares
199
Previous 199 -0.0%
Holding current value
$8,883
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$42.36 - $43.8 $8,429 - $8,716
199 New
199 $8,000

Others Institutions Holding AGGY

# of Institutions
179
Shares Held
17M
Call Options Held
13.7K
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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