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

Kestra Private Wealth Services, LLC

$5.74 Billion
Q1 2025

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 140,168 shares of AGGY stock, worth $5.99 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

140,168

Previous 124,481 12.6%

Holding current value

$5.99 Million

Previous $5.34 Million 13.95%

% of portfolio

0.11%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$42.36 - $43.8 $664,501 - $687,090	15,687 Added 12.6%	140,168 $6.09 Million
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

188

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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