Financial Advocates Investment Management Wisdomtree Yield Enhanced U.S. Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$40.67 - $44.21 $18,342 - $19,938	-451 Reduced 7.33%	5,699 $250,000
Q3 2023 Oct 27, 2023	BUY	$41.45 - $43.41 $47,335 - $49,574	1,142 Added 22.8%	6,150 $255,000
Q2 2023 Aug 07, 2023	SELL	$42.79 - $44.17 $171,545 - $177,077	-4,009 Reduced 44.46%	5,008 $215,000
Q1 2023 May 11, 2023	BUY	$42.44 - $44.52 $382,681 - $401,436	9,017 New	9,017 $393,000
Q2 2022 Aug 12, 2022	SELL	$43.6 - $47.89 $1.15 Million - $1.27 Million	-26,439 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$47.38 - $51.33 $127,404 - $138,026	-2,689 Reduced 9.23%	26,439 $1.27 Million
Q4 2021 Feb 14, 2022	BUY	$51.35 - $52.36 $19,564 - $19,949	381 Added 1.33%	29,128 $1.51 Million
Q3 2021 Nov 04, 2021	BUY	$51.92 - $53.01 $211,210 - $215,644	4,068 Added 16.48%	28,747 $1.49 Million
Q2 2021 Aug 03, 2021	BUY	$51.34 - $52.27 $27,312 - $27,807	532 Added 2.2%	24,679 $1.29 Million
Q1 2021 May 10, 2021	BUY	$51.09 - $53.61 $99,421 - $104,325	1,946 Added 8.77%	24,147 $1.24 Million
Q4 2020 Feb 12, 2021	BUY	$53.28 - $53.95 $34,685 - $35,121	651 Added 3.02%	22,201 $1.19 Million
Q3 2020 Nov 04, 2020	SELL	$53.76 - $54.71 $1,827 - $1,860	-34 Reduced 0.16%	21,550 $1.16 Million
Q2 2020 Aug 14, 2020	SELL	$51.53 - $53.82 $5,771 - $6,027	-112 Reduced 0.52%	21,584 $1.16 Million
Q1 2020 Apr 29, 2020	SELL	$47.17 - $54.55 $20,188 - $23,347	-428 Reduced 1.93%	21,696 $1.12 Million
Q4 2019 Feb 13, 2020	BUY	$51.78 - $52.68 $1.05 Million - $1.07 Million	20,221 Added 1062.59%	22,124 $1.16 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-187 Reduced 8.95%	1,903 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,090 New	2,090 $0

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

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