Financial Planning & Information Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 59,000 shares of AGGY stock, worth $2.54 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

59,000

Previous 57,167 3.21%

Holding current value

$2.54 Million

Previous $2.46 Million 7.41%

% of portfolio

0.36%

Previous 0.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$42.76 - $45.16 $78,379 - $82,778	1,833 Added 3.21%	59,000 $2.64 Million
Q2 2024 Aug 13, 2024	SELL	$42.1 - $43.44 $67,738 - $69,894	-1,609 Reduced 2.74%	57,167 $2.46 Million
Q1 2024 May 14, 2024	BUY	$42.98 - $43.99 $335,544 - $343,429	7,807 Added 15.32%	58,776 $2.55 Million
Q3 2023 Nov 14, 2023	SELL	$41.45 - $43.41 $52,227 - $54,696	-1,260 Reduced 2.41%	50,969 $2.12 Million
Q2 2023 Aug 11, 2023	BUY	$42.79 - $44.17 $104,578 - $107,951	2,444 Added 4.91%	52,229 $2.25 Million
Q1 2023 May 02, 2023	SELL	$42.44 - $44.52 $276,454 - $290,003	-6,514 Reduced 11.57%	49,785 $2.18 Million
Q4 2022 Feb 13, 2023	SELL	$41.0 - $43.97 $161,540 - $173,241	-3,940 Reduced 6.54%	56,299 $2.4 Million
Q3 2022 Oct 25, 2022	SELL	$41.91 - $46.15 $151,420 - $166,739	-3,613 Reduced 5.66%	60,239 $2.54 Million
Q2 2022 Jul 19, 2022	SELL	$43.6 - $47.89 $486,619 - $534,500	-11,161 Reduced 14.88%	63,852 $2.86 Million
Q1 2022 Apr 19, 2022	SELL	$47.38 - $51.33 $1.14 Million - $1.23 Million	-24,042 Reduced 24.27%	75,013 $3.59 Million
Q4 2021 Feb 02, 2022	BUY	$51.35 - $52.36 $753,407 - $768,225	14,672 Added 17.39%	99,055 $5.12 Million
Q3 2021 Oct 13, 2021	BUY	$51.92 - $53.01 $1.13 Million - $1.15 Million	21,762 Added 34.75%	84,383 $4.38 Million
Q2 2021 Jul 29, 2021	BUY	$51.34 - $52.27 $478,334 - $486,999	9,317 Added 17.48%	62,621 $3.27 Million
Q1 2021 Apr 20, 2021	BUY	$51.09 - $53.61 $1.12 Million - $1.18 Million	21,949 Added 70.0%	53,304 $2.73 Million
Q4 2020 Feb 08, 2021	BUY	$53.28 - $53.95 $829,995 - $840,433	15,578 Added 98.74%	31,355 $1.68 Million
Q3 2020 May 24, 2021	BUY	$53.76 - $54.71 $575,608 - $585,779	10,707 Added 211.18%	15,777 $849,000
Q2 2020 May 24, 2021	BUY	$51.53 - $53.82 $261,257 - $272,867	5,070 New	5,070 $273,000

Others Institutions Holding AGGY

# of Institutions

167

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Financial Planning & Information Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History