Gsb Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Gsb Wealth Management, LLC
- $363 Million
- Q2 2024
A detailed history of Gsb Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Gsb Wealth Management, LLC holds 149,281 shares of AGGY stock, worth $6.68 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
149,281
Previous 119,913
24.49%
Holding current value
$6.68 Million
Previous $5.2 Million
23.23%
% of portfolio
1.77%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$182 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.5 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.6 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.6 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.6 Million0.01% of portfolio