Global Retirement Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 10,174 shares of AGGY stock, worth $434,633. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,174
Previous 10,457 2.71%
Holding current value
$434,633
Previous $467,000 6.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2025
SELL
$42.79 - $44.9 $12,109 - $12,706
-283 Reduced 2.71%
10,174 $436,000
Q3 2024

Oct 16, 2024
BUY
$42.76 - $45.16 $128 - $135
3 Added 0.03%
10,457 $467,000
Q2 2024

Jul 23, 2024
SELL
$42.1 - $43.44 $2,315 - $2,389
-55 Reduced 0.52%
10,454 $449,000
Q1 2024

Apr 23, 2024
BUY
$42.98 - $43.99 $14,785 - $15,132
344 Added 3.38%
10,509 $456,000
Q4 2023

Jan 18, 2024
BUY
$40.67 - $44.21 $3,294 - $3,581
81 Added 0.8%
10,165 $447,000
Q3 2023

Oct 13, 2023
BUY
$41.45 - $43.41 $117,013 - $122,546
2,823 Added 38.88%
10,084 $418,000
Q2 2023

Jul 20, 2023
SELL
$42.79 - $44.17 $5,605 - $5,786
-131 Reduced 1.77%
7,261 $312,000
Q1 2023

May 05, 2023
SELL
$42.44 - $44.52 $7,172 - $7,523
-169 Reduced 2.24%
7,392 $322,000
Q4 2022

Feb 13, 2023
BUY
$41.0 - $43.97 $18,696 - $20,050
456 Added 6.42%
7,561 $322,000
Q3 2022

Nov 03, 2022
BUY
$41.91 - $46.15 $10,058 - $11,076
240 Added 3.5%
7,105 $295,000
Q1 2022

Jul 14, 2022
BUY
$47.38 - $51.33 $325,263 - $352,380
6,865 New
6,865 $314,000

Others Institutions Holding AGGY

# of Institutions
188
Shares Held
19M
Call Options Held
12.1K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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  • Ticker AGGY
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