Omni 360 Wealth, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Omni 360 Wealth, Inc.

$171 Billion
Q1 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 4,786 shares of AGGY stock, worth $204,218. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,786

Holding current value

$204,218

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$42.36 - $43.8 $202,734 - $209,626	4,786 New	4,786 $208 Million

Others Institutions Holding AGGY

# of Institutions

187

Shares Held

19M

Call Options Held

12.1K

Put Options Held

Bank Of America Corp Charlotte, NC

2.85M
Shares

$121 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$52.8 Million
0.02% of portfolio
Cwm, LLC

1.18M
Shares

$50.5 Million
0.2% of portfolio
Trilogy Capital Inc.

942K
Shares

$40.2 Million
2.19% of portfolio
High Tower Advisors, LLC Chicago, IL

862K
Shares

$36.8 Million
0.05% of portfolio

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
Sector ETFs
Industry ETFs

More about AGGY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.

Account

Omni 360 Wealth, Inc. Wisdomtree Yield Enhanced U.S. Transaction History