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

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025

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 22,985 shares of SHAG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,985
Previous 24,882 7.62%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
N/A
-1,897 Reduced 7.62%
22,985 $0
Q2 2025

Aug 14, 2025
SELL
N/A
-335 Reduced 1.33%
24,882 $0
Q1 2025

May 14, 2025
SELL
N/A
-130 Reduced 0.51%
25,217 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-7,240 Reduced 22.22%
25,347 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-13,304 Reduced 28.99%
32,587 $0
Q2 2024

Aug 14, 2024
BUY
N/A
10,872 Added 31.05%
45,891 $0
Q1 2024

May 15, 2024
SELL
N/A
-4,355 Reduced 11.06%
35,019 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-2,050 Reduced 4.95%
39,374 $0
Q3 2023

Nov 09, 2023
SELL
N/A
-490 Reduced 1.17%
41,424 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-693 Reduced 1.63%
41,914 $0
Q1 2023

May 12, 2023
BUY
N/A
42,607 New
42,607 $0
Q2 2022

Aug 12, 2022
SELL
N/A
-11,166 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
N/A
-27,033 Reduced 70.77%
11,166 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-88,426 Reduced 69.83%
38,199 $0
Q3 2021

Oct 19, 2021
BUY
N/A
94,206 Added 290.59%
126,625 $0
Q2 2021

Jul 28, 2021
BUY
N/A
32,419 New
32,419 $0
Q1 2021

May 10, 2021
SELL
N/A
-99,547 Closed
0 $0
Q4 2020

Jan 20, 2021
BUY
N/A
87,925 Added 756.54%
99,547 $5.12 Billion
Q3 2020

Nov 12, 2020
BUY
N/A
11,622 New
11,622 $500 Million

Others Institutions Holding SHAG

# of Institutions
31
Shares Held
605K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

SHAG Quotes by TradingView
  • Ticker SHAG
More about SHAG
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