Simplicity Wealth,Llc Wisdomtree Yield Enhanced U.S. Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
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 5,265 shares of AGGY stock, worth $231,712. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,265
Previous 5,280
0.28%
Holding current value
$231,712
Previous $226,000
3.98%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
164Shares Held
20.4MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$180 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$51.2 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$49.9 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$47.8 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$43.6 Million0.1% of portfolio