Steward Partners Investment Advisory, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,060 shares of AGGY stock, worth $45,357. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,060

Previous 403 163.03%

Holding current value

$45,357

Previous $17,000 176.47%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$42.76 - $45.16 $28,093 - $29,670	657 Added 163.03%	1,060 $47,000
Q1 2024 May 15, 2024	SELL	$42.98 - $43.99 $1.86 Million - $1.91 Million	-43,342 Reduced 99.08%	403 $17,000
Q4 2023 Feb 12, 2024	BUY	$40.67 - $44.21 $1.78 Million - $1.93 Million	43,745 New	43,745 $1.93 Million
Q2 2023 Aug 14, 2023	BUY	$42.79 - $44.17 $42,790 - $44,170	1,000 New	1,000 $43,000
Q4 2022 Feb 15, 2023	BUY	$41.0 - $43.97 $1.06 Million - $1.14 Million	25,950 New	25,950 $1.11 Million
Q3 2021 Nov 12, 2021	SELL	$51.92 - $53.01 $1,557 - $1,590	-30 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$51.53 - $53.82 $1,545 - $1,614	30 New	30 $2,000

Others Institutions Holding AGGY

# of Institutions

164

Shares Held

20.4M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

Ticker AGGY
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Steward Partners Investment Advisory, LLC Wisdomtree Yield Enhanced U.S. Transaction History