Golden State Equity Partners Wisdomtree Yield Enhanced U.S. Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
A detailed history of Golden State Equity Partners transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Golden State Equity Partners holds 58,007 shares of AGGY stock, worth $2.57 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
58,007
Previous 63,503
8.65%
Holding current value
$2.57 Million
Previous $2.8 Million
10.88%
% of portfolio
0.53%
Previous 0.69%
Shares
12 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$180 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.2 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.2 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.2 Million0.01% of portfolio