Opal Wealth Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Opal Wealth Advisors, LLC

  • $308 Million
  • Q2 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 50,222 shares of AGGY stock, worth $2.25 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
50,222
Previous 50,692 0.93%
Holding current value
$2.25 Million
Previous $2.2 Million 1.95%
% of portfolio
0.7%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$42.1 - $43.44 $19,787 - $20,416
-470 Reduced 0.93%
50,222 $2.16 Million
Q1 2024

Apr 11, 2024
SELL
$42.98 - $43.99 $3,180 - $3,255
-74 Reduced 0.15%
50,692 $2.2 Million
Q4 2023

Jan 19, 2024
BUY
$40.67 - $44.21 $2.06 Million - $2.24 Million
50,766 New
50,766 $2.23 Million

Others Institutions Holding AGGY

# of Institutions
158
Shares Held
19M
Call Options Held
0
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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