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 4,919 shares of AGGY stock, worth $214,025. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,919
Previous 4,786 2.78%
Holding current value
$214,025
Previous $208 Million 3.25%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025

BUY
$42.51 - $43.7 $5,653 - $5,812
133 Added 2.78%
4,919 $215 Million
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

About WISDOMTREE YIELD ENHANCED U.S.


  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Omni 360 Wealth, Inc. Portfolio

Follow Omni 360 Wealth, Inc. 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 Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

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