Simpli Fi, Inc. Wisdomtree Yield Enhanced U.S. Transaction History
Simpli Fi, Inc.
- $219 Million
- Q1 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 882,857 shares of AGGY stock, worth $38.3 Million. This represents 17.53% of its overall portfolio holdings.
Number of Shares
882,857
Previous 862,713
2.33%
Holding current value
$38.3 Million
Previous $38 Million
0.89%
% of portfolio
17.53%
Previous 17.55%
Shares
11 transactions
Others Institutions Holding AGGY
# of Institutions
157Shares Held
20.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.98MShares$173 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53 Million0.03% of portfolio
-
Cwm, LLC1.16MShares$50.4 Million0.25% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.07MShares$46.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc884KShares$38.3 Million0.01% of portfolio