Resources Investment Advisors, Llc. Wisdomtree Yield Enhanced U.S. Transaction History

Resources Investment Advisors, Llc.

  • $8.43 Billion
  • Q3 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 40,173 shares of AGGY stock, worth $1.73 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,173
Previous 33,782 18.92%
Holding current value
$1.73 Million
Previous $1.45 Million 23.78%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$42.76 - $45.16 $273,279 - $288,617
6,391 Added 18.92%
40,173 $1.8 Million
Q2 2024

Aug 02, 2024
BUY
$42.1 - $43.44 $642,025 - $662,460
15,250 Added 82.29%
33,782 $1.45 Million
Q1 2024

May 10, 2024
BUY
$42.98 - $43.99 $330,172 - $337,931
7,682 Added 70.8%
18,532 $804,000
Q4 2023

Feb 13, 2024
BUY
$40.67 - $44.21 $441,269 - $479,678
10,850 New
10,850 $477,000
Q4 2021

Feb 23, 2022
SELL
$51.35 - $52.36 $202,524 - $206,507
-3,944 Closed
0 $0
Q3 2021

Nov 05, 2021
SELL
$51.92 - $53.01 $62,563 - $63,877
-1,205 Reduced 23.4%
3,944 $0
Q2 2021

Aug 09, 2021
SELL
$51.34 - $52.27 $148,372 - $151,060
-2,890 Reduced 35.95%
5,149 $0
Q1 2021

May 10, 2021
SELL
$51.09 - $53.61 $2.14 Million - $2.24 Million
-41,873 Reduced 83.89%
8,039 $0
Q4 2020

Feb 08, 2021
SELL
$53.28 - $53.95 $148,011 - $149,873
-2,778 Reduced 5.27%
49,912 $0
Q3 2020

Oct 09, 2020
SELL
$53.76 - $54.71 $184,988 - $188,257
-3,441 Reduced 6.13%
52,690 $0
Q2 2020

Aug 14, 2020
SELL
$51.53 - $53.82 $70,493 - $73,625
-1,368 Reduced 2.38%
56,131 $0
Q1 2020

May 14, 2020
SELL
$47.17 - $54.55 $33,679 - $38,948
-714 Reduced 1.23%
57,499 $0
Q4 2019

Feb 07, 2020
BUY
$51.78 - $52.68 $229,747 - $233,741
4,437 Added 8.25%
58,213 $0
Q3 2019

Nov 08, 2019
BUY
$51.74 - $52.41 $145,699 - $147,586
2,816 Added 5.53%
53,776 $0
Q2 2019

Aug 12, 2019
BUY
N/A
4,203 Added 8.99%
50,960 $0
Q1 2019

May 10, 2019
BUY
N/A
14,717 Added 45.93%
46,757 $0
Q4 2018

Feb 12, 2019
BUY
N/A
32,040 New
32,040 $1.55 Million

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
Call Options Held
2.4K
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
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, 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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email