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

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 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 3 shares of AGGY stock, worth $132. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 199 98.49%
Holding current value
$132
Previous $8,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$43.1 - $44.6 $8,447 - $8,741
-196 Reduced 98.49%
3 $0
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
182
Shares Held
15.9M
Call Options Held
0
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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