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

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 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 7,444 shares of AGGY stock, worth $328,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,444
Previous 15,430 51.76%
Holding current value
$328,280
Previous $673,000 51.11%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$43.1 - $44.6 $344,196 - $356,175
-7,986 Reduced 51.76%
7,444 $329,000
Q2 2025

Jul 22, 2025
BUY
$42.51 - $43.7 $459,108 - $471,960
10,800 Added 233.26%
15,430 $673,000
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
182
Shares Held
15.9M
Call Options Held
0
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
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