Intrua Financial, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Intrua Financial, LLC

$585 Million
Q2 2023

A detailed history of Intrua Financial, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Intrua Financial, LLC holds 14,121 shares of AGGY stock, worth $613,133. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,121

Previous 14,041 0.57%

Holding current value

$613,133

Previous $613,000 0.82%

% of portfolio

0.1%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Feb 13, 2025	BUY	$42.79 - $44.17 $3,423 - $3,533	80 Added 0.57%	14,121 $608,000
Q1 2023 May 15, 2023	SELL	$42.44 - $44.52 $5,559 - $5,832	-131 Reduced 0.92%	14,041 $613,000
Q4 2022 Jan 20, 2023	BUY	$41.0 - $43.97 $51,701 - $55,446	1,261 Added 9.77%	14,172 $0
Q3 2022 Nov 14, 2022	SELL	$41.91 - $46.15 $68,900 - $75,870	-1,644 Reduced 11.3%	12,911 $545,000
Q2 2022 Aug 12, 2022	SELL	$43.6 - $47.89 $160,186 - $175,947	-3,674 Reduced 20.15%	14,555 $651,000
Q1 2022 May 11, 2022	SELL	$47.38 - $51.33 $142,661 - $154,554	-3,011 Reduced 14.18%	18,229 $872,000
Q4 2021 Feb 14, 2022	SELL	$51.35 - $52.36 $577,430 - $588,788	-11,245 Reduced 34.62%	21,240 $1.1 Million
Q3 2021 Oct 28, 2021	SELL	$51.92 - $53.01 $145,168 - $148,215	-2,796 Reduced 7.92%	32,485 $1.69 Million
Q2 2021 Aug 12, 2021	SELL	$51.34 - $52.27 $76,650 - $78,039	-1,493 Reduced 4.06%	35,281 $1.85 Million
Q1 2021 Apr 30, 2021	SELL	$51.09 - $53.61 $125,119 - $131,290	-2,449 Reduced 6.24%	36,774 $1.9 Million
Q4 2020 Feb 03, 2021	SELL	$53.28 - $53.95 $81,838 - $82,867	-1,536 Reduced 3.77%	39,223 $2.11 Million
Q3 2020 Nov 16, 2020	BUY	$53.76 - $54.71 $219,125 - $222,997	4,076 Added 11.11%	40,759 $2.18 Million
Q2 2020 Aug 14, 2020	BUY	$51.53 - $53.82 $1.89 Million - $1.97 Million	36,683 New	36,683 $1.98 Million

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrua Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrua Financial, LLC with notifications on news.

Account

Intrua Financial, LLC Wisdomtree Yield Enhanced U.S. Transaction History