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

My Legacy Advisors, LLC

$249 Million
Q3 2024

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 21,233 shares of AGGY stock, worth $915,566. This represents 0.38% of its overall portfolio holdings.

Number of Shares

21,233

Previous 54,306 60.9%

Holding current value

$915,566

Previous $2.33 Million 59.31%

% of portfolio

0.38%

Previous 0.75%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

164

Shares Held

20.4M

Call Options Held

2.4K

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