Simpli Fi, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Simpli Fi, Inc.
- $216 Million
- Q2 2024
A detailed history of Simpli Fi, Inc. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Simpli Fi, Inc. holds 841,265 shares of AGGY stock, worth $37.7 Million. This represents 16.69% of its overall portfolio holdings.
Number of Shares
841,265
Previous 882,857
4.71%
Holding current value
$37.7 Million
Previous $38.3 Million
5.68%
% of portfolio
16.69%
Previous 17.53%
Shares
12 transactions
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$182 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.6 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.7 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.7 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.6 Million0.01% of portfolio