Principal Securities, Inc. Wisdomtree Yield Enhanced U.S. Transaction History

Principal Securities, Inc.

$4.14 Trillion
Q3 2024

A detailed history of Principal Securities, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Principal Securities, Inc. holds 32 shares of AGGY stock, worth $1,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,369

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$42.76 - $45.16 $1,368 - $1,445	32 New	32 $1.43 Million

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

Bank Of America Corp Charlotte, NC

4.08M
Shares

$175 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$49.8 Million
0.02% of portfolio
Cwm, LLC

1.13M
Shares

$48.5 Million
0.22% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$46.4 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

991K
Shares

$42.4 Million
0.1% of portfolio

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About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Principal Securities, Inc. Wisdomtree Yield Enhanced U.S. Transaction History