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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$42.1 - $43.44 $1.24 Million - $1.28 Million
29,368 Added 24.49%
149,281 $6.41 Million
Q1 2024

May 02, 2024
BUY
$42.98 - $43.99 $4.52 Million - $4.63 Million
105,265 Added 718.63%
119,913 $5.2 Million
Q4 2023

Feb 13, 2024
BUY
$40.67 - $44.21 $595,734 - $647,588
14,648 New
14,648 $644,000

Others Institutions Holding AGGY

# of Institutions
158
Shares Held
19M
Call Options Held
0
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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