Kestra Private Wealth Services, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 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 168,606 shares of AGGY stock, worth $7.36 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
168,606
Previous 140,168
20.29%
Holding current value
$7.36 Million
Previous $6.09 Million
20.85%
% of portfolio
0.11%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding AGGY
# of Institutions
177Shares Held
17MCall Options Held
13.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.18MShares$95.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53.4 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$51.5 Million0.18% of portfolio
-
Mercer Global Advisors Inc Denver, CO870KShares$38 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL860KShares$37.5 Million0.05% of portfolio