A detailed history of Herold Advisors, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Herold Advisors, Inc. holds 9,099 shares of SHAG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,099
Previous 9,297 2.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2024

SELL
N/A
-198 Reduced 2.13%
9,099 $0
Q1 2024

May 10, 2024

SELL
N/A
-478 Reduced 4.89%
9,297 $0
Q4 2023

Feb 02, 2024

BUY
N/A
3 Added 0.03%
9,775 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-2,008 Reduced 17.05%
9,772 $0
Q2 2023

Jul 14, 2023

BUY
N/A
5,274 Added 81.06%
11,780 $0
Q1 2023

Apr 19, 2023

BUY
N/A
573 Added 9.66%
6,506 $0
Q4 2022

Feb 14, 2023

BUY
N/A
5,933 New
5,933 $0

Others Institutions Holding SHAG

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker SHAG
More about SHAG
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.