Invenio Wealth Partners LLC Wisdomtree Yield Enhanced U.S. Transaction History

Invenio Wealth Partners LLC

  • $186 Billion
  • Q1 2024

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 193,909 shares of AGGY stock, worth $8.36 Million. This represents 4.54% of its overall portfolio holdings.

Number of Shares
193,909
Previous 130,165 48.97%
Holding current value
$8.36 Million
Previous $5.73 Billion 46.87%
% of portfolio
4.54%
Previous 4.14%

Shares

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

May 09, 2024
BUY
$42.98 - $43.99 $2.74 Million - $2.8 Million
63,744 Added 48.97%
193,909 $8.42 Billion
Q4 2023

Feb 09, 2024
BUY
$40.67 - $44.21 $2.54 Million - $2.77 Million
62,563 Added 92.55%
130,165 $5.73 Billion
Q3 2023

Nov 13, 2023
BUY
$41.45 - $43.41 $2.31 Million - $2.42 Million
55,702 Added 468.08%
67,602 $2.81 Billion
Q2 2023

Aug 11, 2023
BUY
$42.79 - $44.17 $509,201 - $525,623
11,900 New
11,900 $513 Million

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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