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

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 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 15,430 shares of AGGY stock, worth $670,587. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,430
Previous 4,630 233.26%
Holding current value
$670,587
Previous $200,000 236.5%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
180
Shares Held
18.1M
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
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