Obsidian Personal Planning Solutions LLC Wisdomtree Yield Enhanced U.S. Transaction History

Obsidian Personal Planning Solutions LLC

  • $223 Million
  • Q1 2025

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 5,364 shares of AGGY stock, worth $234,084. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,364
Previous 4,924 8.94%
Holding current value
$234,084
Previous $211,000 9.95%
% of portfolio
0.1%
Previous 0.11%

Shares

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

May 16, 2025
BUY
$42.36 - $43.8 $18,638 - $19,272
440 Added 8.94%
5,364 $232,000
Q3 2024

Nov 06, 2024
SELL
$42.76 - $45.16 $116,991 - $123,557
-2,736 Reduced 35.72%
4,924 $220,000
Q2 2024

Jul 25, 2024
BUY
$42.1 - $43.44 $1,936 - $1,998
46 Added 0.6%
7,660 $329,000
Q3 2023

Nov 27, 2023
BUY
$41.45 - $43.41 $315,600 - $330,523
7,614 New
7,614 $316,000

Others Institutions Holding AGGY

# of Institutions
182
Shares Held
18.3M
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
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