Form Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 6,517 shares of AGGY stock, worth $278,601. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,517Holding current value
$278,601% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
180Shares Held
20.3MCall Options Held
900Put Options Held
9.3K-
Bank Of America Corp Charlotte, NC2.87MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$55.9 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$50.4 Million0.21% of portfolio
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Envestnet Asset Management Inc1.1MShares$46.8 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO1.09MShares$46.6 Million0.12% of portfolio