Gsb Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Gsb Wealth Management, LLC

$359 Million
Q1 2025

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 206,842 shares of AGGY stock, worth $8.95 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

206,842

Previous 206,284 0.27%

Holding current value

$8.95 Million

Previous $8.85 Million 1.21%

% of portfolio

2.49%

Previous 2.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$42.36 - $43.8 $23,636 - $24,440	558 Added 0.27%	206,842 $8.96 Million
Q4 2024 Jan 21, 2025	BUY	$42.79 - $44.9 $1.26 Million - $1.32 Million	29,441 Added 16.65%	206,284 $8.85 Million
Q3 2024 Oct 25, 2024	BUY	$42.76 - $45.16 $1.18 Million - $1.24 Million	27,562 Added 18.46%	176,843 $7.91 Million
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

186

Shares Held

19.5M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Gsb Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History