Lake Point Wealth Management Wisdomtree Yield Enhanced U.S. Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Lake Point Wealth Management holds 73 shares of AGGY stock, worth $3,204. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73
Previous 73 -0.0%
Holding current value
$3,204
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 13, 2020
SELL
$51.78 - $52.68 $37,436 - $38,087
-723 Reduced 90.83%
73 $4,000
Q1 2019

Aug 07, 2019
SELL
N/A
-33,765 Reduced 97.7%
796 $41,000
Q1 2019

Jun 03, 2019
SELL
N/A
-300 Reduced 0.86%
34,561 $1.67 Million
Q4 2018

Aug 07, 2019
BUY
N/A
300 Added 0.87%
34,861 $1.68 Million
Q4 2018

Feb 21, 2019
BUY
N/A
34,561 New
34,561 $1.67 Million

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
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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