Schwallier Wealth Management LLC Wisdomtree Yield Enhanced U.S. Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 259,106 shares of AGGY stock, worth $11.2 Million. This represents 8.46% of its overall portfolio holdings.

Number of Shares

259,106

Previous 253,272 2.3%

Holding current value

$11.2 Million

Previous $11.3 Billion 1.79%

% of portfolio

8.46%

Previous 8.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$42.79 - $44.9 $249,636 - $261,946	5,834 Added 2.3%	259,106 $11.1 Billion
Q3 2024 Nov 07, 2024	BUY	$42.76 - $45.16 $526,888 - $556,461	12,322 Added 5.11%	253,272 $11.3 Billion
Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $637,351 - $657,638	15,139 Added 6.7%	240,950 $10.4 Billion
Q1 2024 May 14, 2024	SELL	$42.98 - $43.99 $1.75 Million - $1.79 Million	-40,753 Reduced 15.29%	225,811 $9.8 Billion
Q4 2023 Feb 14, 2024	BUY	$40.67 - $44.21 $10.8 Million - $11.8 Million	266,564 New	266,564 $11.7 Billion

Others Institutions Holding AGGY

# of Institutions

187

Shares Held

19M

Call Options Held

12.1K

Put Options Held

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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Account

Schwallier Wealth Management LLC Wisdomtree Yield Enhanced U.S. Transaction History