Iag Wealth Partners, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$43.6 - $47.89 $259,986 - $285,568	-5,963 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$47.38 - $51.33 $162,371 - $175,907	-3,427 Reduced 36.5%	5,963 $285,000
Q4 2021 Feb 14, 2022	SELL	$51.35 - $52.36 $120,518 - $122,888	-2,347 Reduced 20.0%	9,390 $485,000
Q3 2021 Nov 04, 2021	SELL	$51.92 - $53.01 $98,440 - $100,506	-1,896 Reduced 13.91%	11,737 $610,000
Q2 2021 Aug 04, 2021	SELL	$51.34 - $52.27 $52,982 - $53,942	-1,032 Reduced 7.04%	13,633 $712,000
Q1 2021 Apr 29, 2021	SELL	$51.09 - $53.61 $200,579 - $210,472	-3,926 Reduced 21.12%	14,665 $751,000
Q4 2020 Feb 11, 2021	SELL	$53.28 - $53.95 $50,243 - $50,874	-943 Reduced 4.83%	18,591 $999,000
Q3 2020 Feb 11, 2021	SELL	$53.76 - $54.71 $47,900 - $48,746	-891 Reduced 4.36%	19,534 $1.05 Million
Q2 2020 Feb 11, 2021	SELL	$51.53 - $53.82 $129,391 - $135,142	-2,511 Reduced 10.95%	20,425 $1.1 Million
Q1 2020 Feb 11, 2021	SELL	$47.17 - $54.55 $26,556 - $30,711	-563 Reduced 2.4%	22,936 $1.19 Million
Q4 2019 Feb 11, 2021	BUY	$51.78 - $52.68 $1.22 Million - $1.24 Million	23,499 New	23,499 $1.23 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

0

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