Simplicity Wealth,Llc Wisdomtree Yield Enhanced U.S. Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,630 shares of AGGY stock, worth $197,562. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,630
Holding current value
$197,562
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$42.36 - $43.8 $196,126 - $202,794
4,630 New
4,630 $200,000
Q3 2024

Oct 09, 2024
SELL
$42.76 - $45.16 $641 - $677
-15 Reduced 0.28%
5,265 $235,000
Q2 2024

Jul 10, 2024
BUY
$42.1 - $43.44 $222,288 - $229,363
5,280 New
5,280 $226,000

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
19M
Call Options Held
12.1K
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email