Geo Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 20,196 shares of AGGY stock, worth $872,871. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,196
Holding current value
$872,871
% of portfolio
0.03%

Shares

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

Feb 13, 2025
BUY
$42.79 - $44.9 $864,186 - $906,800
20,196 New
20,196 $866,000
Q1 2020

May 13, 2020
SELL
$47.17 - $54.55 $188,444 - $217,927
-3,995 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$51.78 - $52.68 $206,861 - $210,456
3,995 New
3,995 $209,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
21.7M
Call Options Held
2.4K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
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