Independent Wealth Network Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Independent Wealth Network Inc. holds 29,629 shares of AGGY stock, worth $1.27 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

29,629

Previous 27,076 9.43%

Holding current value

$1.27 Million

Previous $1.21 Million 5.04%

% of portfolio

0.54%

Previous 0.55%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$42.79 - $44.9 $109,242 - $114,629	2,553 Added 9.43%	29,629 $1.27 Million
Q3 2024 Oct 15, 2024	BUY	$42.76 - $45.16 $93,174 - $98,403	2,179 Added 8.75%	27,076 $1.21 Million
Q2 2024 Jul 18, 2024	SELL	$42.1 - $43.44 $63,781 - $65,811	-1,515 Reduced 5.74%	24,897 $1.07 Million
Q1 2024 May 20, 2024	BUY	$42.98 - $43.99 $280,788 - $287,386	6,533 Added 32.86%	26,412 $1.15 Million
Q1 2024 Apr 11, 2024	SELL	$42.98 - $43.99 $270,774 - $277,137	-6,300 Reduced 24.07%	19,879 $862,000
Q4 2023 Jan 12, 2024	BUY	$40.67 - $44.21 $90,653 - $98,544	2,229 Added 9.31%	26,179 $1.15 Million
Q3 2023 Oct 11, 2023	BUY	$41.45 - $43.41 $178,649 - $187,097	4,310 Added 21.95%	23,950 $994,000
Q2 2023 Jul 12, 2023	BUY	$42.79 - $44.17 $47,197 - $48,719	1,103 Added 5.95%	19,640 $846,000
Q1 2023 Apr 18, 2023	SELL	$42.44 - $44.52 $4,286 - $4,496	-101 Reduced 0.54%	18,537 $809,000
Q4 2022 Jan 25, 2023	BUY	$41.0 - $43.97 $50,922 - $54,610	1,242 Added 7.14%	18,638 $0
Q3 2022 Oct 17, 2022	BUY	$41.91 - $46.15 $62,487 - $68,809	1,491 Added 9.37%	17,396 $734,000
Q2 2022 Jul 26, 2022	BUY	$43.6 - $47.89 $17,876 - $19,634	410 Added 2.65%	15,905 $711,000
Q1 2022 Apr 20, 2022	BUY	$47.38 - $51.33 $42,973 - $46,556	907 Added 6.22%	15,495 $741,000
Q4 2021 Feb 10, 2022	BUY	$51.35 - $52.36 $33,480 - $34,138	652 Added 4.68%	14,588 $754,000
Q3 2021 Nov 04, 2021	BUY	$51.92 - $53.01 $723,557 - $738,747	13,936 New	13,936 $723,000

Others Institutions Holding AGGY

# of Institutions

170

Shares Held

20.6M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Independent Wealth Network Inc. Wisdomtree Yield Enhanced U.S. Transaction History