Kestra Advisory Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Kestra Advisory Services, LLC

  • $17.6 Billion
  • Q2 2024

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 34,761 shares of AGGY stock, worth $1.56 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
34,761
Previous 34,717 0.13%
Holding current value
$1.56 Million
Previous $1.51 Million 0.86%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$42.1 - $43.44 $1,852 - $1,911
44 Added 0.13%
34,761 $1.49 Million
Q1 2024

May 15, 2024
SELL
$42.98 - $43.99 $404,269 - $413,769
-9,406 Reduced 21.32%
34,717 $1.51 Million
Q4 2023

Feb 14, 2024
BUY
$40.67 - $44.21 $569,746 - $619,337
14,009 Added 46.52%
44,123 $1.94 Million
Q3 2023

Nov 09, 2023
BUY
$41.45 - $43.41 $802,886 - $840,851
19,370 Added 180.29%
30,114 $1.25 Million
Q2 2023

Aug 11, 2023
BUY
$42.79 - $44.17 $178,862 - $184,630
4,180 Added 63.68%
10,744 $462,000
Q1 2023

May 12, 2023
SELL
$42.44 - $44.52 $66,885 - $70,163
-1,576 Reduced 19.36%
6,564 $286,000
Q4 2022

Jan 31, 2023
SELL
$41.36 - $43.97 $55,670 - $59,183
-1,346 Reduced 14.19%
8,140 $347,000
Q3 2022

Nov 01, 2022
BUY
N/A
7 Added 0.07%
9,486 $401 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-17,191 Reduced 64.46%
9,479 $424,000
Q1 2022

Apr 26, 2022
SELL
N/A
-492 Reduced 1.81%
26,670 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-2,795 Reduced 9.33%
27,162 $0
Q3 2021

Oct 19, 2021
SELL
N/A
-3,352 Reduced 10.06%
29,957 $0
Q2 2021

Jul 28, 2021
SELL
N/A
-95,481 Reduced 74.14%
33,309 $0
Q1 2021

May 10, 2021
SELL
N/A
-4,809 Reduced 3.6%
128,790 $0
Q4 2020

Jan 20, 2021
BUY
N/A
49,649 Added 59.14%
133,599 $7.17 Billion
Q3 2020

Nov 12, 2020
BUY
N/A
83,950 New
83,950 $4.52 Billion

Others Institutions Holding AGGY

# of Institutions
158
Shares Held
19M
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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