Org Partners LLC Wisdomtree Yield Enhanced U.S. Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Org Partners LLC holds 2,961 shares of AGGY stock, worth $128,270. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,961

Holding current value

$128,270

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$42.79 - $44.9 $126,701 - $132,948	2,961 New	2,961 $127,000

Others Institutions Holding AGGY

# of Institutions

174

Shares Held

20.6M

Call Options Held

900

Put Options Held

9.3K

Bank Of America Corp Charlotte, NC

2.87M
Shares

$124 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.31M
Shares

$56.6 Million
0.02% of portfolio
Cwm, LLC

1.18M
Shares

$51.1 Million
0.21% of portfolio
Envestnet Asset Management Inc

1.1M
Shares

$47.5 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.09M
Shares

$47.2 Million
0.12% 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 Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Account