Foundations Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 14,503 shares of AGGY stock, worth $634,361. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,503
Holding current value
$634,361
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$42.79 - $44.9 $620,583 - $651,184
14,503 New
14,503 $622,000
Q3 2023

Oct 05, 2023
SELL
$41.45 - $43.41 $3,274 - $3,429
-79 Reduced 1.19%
6,553 $272,000
Q2 2023

Jul 19, 2023
BUY
$42.79 - $44.17 $283,783 - $292,935
6,632 New
6,632 $285,000
Q4 2018

Feb 11, 2019
SELL
N/A
-7,726 Closed
0 $0
Q3 2018

Nov 09, 2018
SELL
N/A
-193,167 Reduced 96.15%
7,726 $374,000
Q2 2018

Aug 14, 2018
BUY
N/A
200,893 New
200,893 $9.74 Million

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email