My Legacy Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

My Legacy Advisors, LLC

$275 Million
Q4 2023

A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, My Legacy Advisors, LLC holds 74,006 shares of AGGY stock, worth $3.21 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

74,006

Previous 72,432 2.17%

Holding current value

$3.21 Million

Previous $3.01 Million 8.35%

% of portfolio

1.19%

Previous 1.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$40.67 - $44.21 $64,014 - $69,586	1,574 Added 2.17%	74,006 $3.26 Million
Q3 2023 Oct 20, 2023	BUY	$41.45 - $43.41 $232,285 - $243,269	5,604 Added 8.39%	72,432 $3.01 Million
Q2 2023 Jul 14, 2023	BUY	$42.79 - $44.17 $256,526 - $264,799	5,995 Added 9.85%	66,828 $2.88 Million
Q1 2023 Apr 11, 2023	BUY	$42.44 - $44.52 $186,651 - $195,798	4,398 Added 7.79%	60,833 $2.66 Million
Q4 2022 Feb 07, 2023	SELL	$41.36 - $43.97 $93,432 - $99,328	-2,259 Reduced 3.85%	56,435 $2.41 Million

Q3 2022 Oct 17, 2022	BUY	N/A	5,567 Added 10.48%	58,694 $2.44 Million
Q2 2022 Jul 12, 2022	BUY	N/A	34,181 Added 180.41%	53,127 $2.39 Million
Q1 2022 Apr 07, 2022	BUY	N/A	18,946 New	18,946 $907,000

Others Institutions Holding AGGY

# of Institutions

158

Shares Held

20.2M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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My Legacy Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History