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

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025

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 20,689 shares of AGGY stock, worth $882,799. This represents 0.35% of its overall portfolio holdings.

Number of Shares
20,689
Previous 20,783 0.45%
Holding current value
$882,799
Previous $892,000 0.45%
% of portfolio
0.35%
Previous 0.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$42.36 - $43.8 $3,981 - $4,117
-94 Reduced 0.45%
20,689 $896,000
Q4 2024

Jan 16, 2025
SELL
$42.79 - $44.9 $19,255 - $20,205
-450 Reduced 2.12%
20,783 $892,000
Q3 2024

Oct 21, 2024
SELL
$42.76 - $45.16 $1.41 Million - $1.49 Million
-33,073 Reduced 60.9%
21,233 $949,000
Q2 2024

Jul 24, 2024
SELL
$42.1 - $43.44 $829,370 - $855,768
-19,700 Reduced 26.62%
54,306 $2.33 Million
Q1 2024

Jul 25, 2024
BUY
$42.98 - $43.99 $519,843 - $532,059
12,095 Added 22.27%
66,401 $2.88 Million
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
$41.0 - $43.97 $92,619 - $99,328
-2,259 Reduced 3.85%
56,435 $2.41 Million
Q3 2022

Oct 17, 2022
BUY
$41.91 - $46.15 $233,312 - $256,917
5,567 Added 10.48%
58,694 $2.44 Million
Q2 2022

Jul 12, 2022
BUY
$43.6 - $47.89 $1.49 Million - $1.64 Million
34,181 Added 180.41%
53,127 $2.39 Million
Q1 2022

Apr 07, 2022
BUY
$47.38 - $51.33 $897,661 - $972,498
18,946 New
18,946 $907,000

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
19M
Call Options Held
12.1K
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
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email