First Foundation Advisors Wisdomtree Yield Enhanced U.S. Transaction History
First Foundation Advisors
- $2.56 Billion
- Q2 2024
A detailed history of First Foundation Advisors transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, First Foundation Advisors holds 414,334 shares of AGGY stock, worth $18.6 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
414,334
Previous 397,460
4.25%
Holding current value
$18.6 Million
Previous $17.2 Million
3.19%
% of portfolio
0.7%
Previous 0.71%
Shares
17 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$182 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.6 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.7 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.7 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.6 Million0.01% of portfolio