Mc Namara Financial Services, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Mc Namara Financial Services, Inc.

  • $423 Million
  • Q4 2024

A detailed history of Mc Namara Financial Services, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 7,801 shares of AGGY stock, worth $338,329. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,801
Previous 8,998 13.3%
Holding current value
$338,329
Previous $402,000 16.92%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 24, 2025
SELL
$42.79 - $44.9 $51,219 - $53,745
-1,197 Reduced 13.3%
7,801 $334,000
Q3 2024

Oct 10, 2024
SELL
$42.76 - $45.16 $13,811 - $14,586
-323 Reduced 3.47%
8,998 $402,000
Q2 2024

Aug 01, 2024
SELL
$42.1 - $43.44 $5,094 - $5,256
-121 Reduced 1.28%
9,321 $400,000
Q1 2024

Apr 15, 2024
BUY
$42.98 - $43.99 $31,031 - $31,760
722 Added 8.28%
9,442 $409,000
Q4 2023

Jan 29, 2024
BUY
$40.67 - $44.21 $528 - $574
13 Added 0.15%
8,720 $383,000
Q3 2023

Oct 10, 2023
BUY
$41.45 - $43.41 $2,196 - $2,300
53 Added 0.61%
8,707 $361,000
Q2 2023

Jul 20, 2023
BUY
$42.79 - $44.17 $8,001 - $8,259
187 Added 2.21%
8,654 $372,000
Q1 2023

Apr 10, 2023
BUY
$42.44 - $44.52 $25,251 - $26,489
595 Added 7.56%
8,467 $369,000
Q4 2022

Jan 19, 2023
BUY
$41.0 - $43.97 $9,840 - $10,552
240 Added 3.14%
7,872 $0
Q3 2022

Oct 28, 2022
SELL
$41.91 - $46.15 $63,870 - $70,332
-1,524 Reduced 16.64%
7,632 $322,000
Q2 2022

Jul 13, 2022
BUY
$43.6 - $47.89 $18,573 - $20,401
426 Added 4.88%
9,156 $409,000
Q1 2022

May 02, 2022
BUY
$47.38 - $51.33 $8,386 - $9,085
177 Added 2.07%
8,730 $418,000
Q4 2021

Jan 24, 2022
SELL
$51.35 - $52.36 $2,156 - $2,199
-42 Reduced 0.49%
8,553 $442,000
Q3 2021

Oct 22, 2021
BUY
$51.92 - $53.01 $571 - $583
11 Added 0.13%
8,595 $446,000
Q2 2021

Aug 04, 2021
BUY
$51.34 - $52.27 $204,897 - $208,609
3,991 Added 86.89%
8,584 $448,000
Q1 2021

May 05, 2021
BUY
$51.09 - $53.61 $13,743 - $14,421
269 Added 6.22%
4,593 $247,000
Q3 2020

Oct 13, 2020
BUY
$53.76 - $54.71 $3,225 - $3,282
60 Added 1.41%
4,324 $233,000
Q2 2020

Aug 10, 2020
SELL
$51.53 - $53.82 $23,343 - $24,380
-453 Reduced 9.6%
4,264 $229,000
Q1 2020

Apr 17, 2020
BUY
$47.17 - $54.55 $222,500 - $257,312
4,717 New
4,717 $244,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
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