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

Ica Group Wealth Management, LLC

  • $493 Million
  • Q1 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 3,138 shares of AGGY stock, worth $135,875. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,138
Previous 3,324 5.6%
Holding current value
$135,875
Previous $146,000 6.85%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$42.98 - $43.99 $7,994 - $8,182
-186 Reduced 5.6%
3,138 $136,000
Q4 2023

Mar 07, 2024
SELL
$40.67 - $44.21 $64,258 - $69,851
-1,580 Reduced 32.22%
3,324 $146,000
Q3 2023

Nov 13, 2023
SELL
$41.45 - $43.41 $4,974 - $5,209
-120 Reduced 2.39%
4,904 $203,000
Q2 2023

Aug 11, 2023
SELL
$42.79 - $44.17 $15,661 - $16,166
-366 Reduced 6.79%
5,024 $216,000
Q1 2023

May 12, 2023
BUY
$42.44 - $44.52 $59,118 - $62,016
1,393 Added 34.85%
5,390 $235,000
Q4 2022

Feb 14, 2023
BUY
$41.36 - $43.97 $165,315 - $175,748
3,997 New
3,997 $170,000

Others Institutions Holding AGGY

# of Institutions
157
Shares Held
20.2M
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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