Independent Wealth Network Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Independent Wealth Network Inc.
- $208 Million
- Q2 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 24,897 shares of AGGY stock, worth $1.12 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
24,897
Previous 26,412
5.74%
Holding current value
$1.12 Million
Previous $1.15 Million
6.72%
% of portfolio
0.51%
Previous 0.56%
Shares
13 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$182 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.6 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.7 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.7 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.6 Million0.01% of portfolio