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

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 124,481 shares of AGGY stock, worth $5.35 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
124,481
Previous 91,363 36.25%
Holding current value
$5.35 Million
Previous $4.08 Million 30.8%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$42.79 - $44.9 $1.42 Million - $1.49 Million
33,118 Added 36.25%
124,481 $5.34 Million
Q3 2024

Nov 13, 2024
BUY
$42.76 - $45.16 $694,550 - $733,533
16,243 Added 21.62%
91,363 $4.08 Million
Q2 2024

Aug 12, 2024
BUY
$42.1 - $43.44 $1.03 Million - $1.07 Million
24,542 Added 48.52%
75,120 $3.23 Million
Q1 2024

May 02, 2024
BUY
$42.98 - $43.99 $1.78 Million - $1.82 Million
41,476 Added 455.68%
50,578 $2.2 Million
Q4 2023

Feb 05, 2024
BUY
$40.67 - $44.21 $370,178 - $402,399
9,102 New
9,102 $400,000

Others Institutions Holding AGGY

# of Institutions
171
Shares Held
20.5M
Call Options Held
2.4K
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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