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

Global Retirement Partners, LLC

$3.25 Billion
Q3 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 10,457 shares of AGGY stock, worth $450,173. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,457

Previous 10,454 0.03%

Holding current value

$450,173

Previous $449,000 4.01%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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