Iht Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,833 shares of AGGY stock, worth $293,135. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,833
Previous 6,594
3.62%
Holding current value
$293,135
Previous $290,000
2.07%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding AGGY
# of Institutions
157Shares Held
20.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.98MShares$171 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$52.4 Million0.03% of portfolio
-
Cwm, LLC1.16MShares$49.9 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.07MShares$46.1 Million0.13% of portfolio
-
Envestnet Asset Management Inc884KShares$37.9 Million0.01% of portfolio