A detailed history of Pinnacle Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 14,029 shares of AGGY stock, worth $607,315. This represents 0.26% of its overall portfolio holdings.

Number of Shares
14,029
Previous 14,029 -0.0%
Holding current value
$607,315
Previous $608,000 0.99%
% of portfolio
0.26%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$42.98 - $43.99 $32,063 - $32,816
-746 Reduced 5.05%
14,029 $608,000
Q3 2023

Nov 13, 2023

BUY
$41.45 - $43.41 $35,439 - $37,115
855 Added 6.14%
14,775 $613,000
Q1 2023

May 11, 2023

BUY
$42.44 - $44.52 $27,586 - $28,938
650 Added 4.9%
13,920 $608,000
Q4 2022

Feb 09, 2023

SELL
$41.0 - $43.97 $66,830 - $71,671
-1,630 Reduced 10.94%
13,270 $565,000
Q3 2022

Oct 27, 2022

BUY
$41.91 - $46.15 $312,858 - $344,509
7,465 Added 100.4%
14,900 $629,000
Q2 2022

Jul 19, 2022

BUY
$43.6 - $47.89 $324,166 - $356,062
7,435 New
7,435 $332,000

Others Institutions Holding AGGY

About WISDOMTREE YIELD ENHANCED U.S.


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

Track Pinnacle Financial Group, LLC Portfolio

Follow Pinnacle Financial Group, LLC 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 Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.