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

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

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 528 shares of AGGY stock, worth $22,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

528

Previous 42,516 98.76%

Holding current value

$22,931

Previous $1.82 Million 98.79%

% of portfolio

0.0%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$42.36 - $43.8 $1.78 Million - $1.84 Million	-41,988 Reduced 98.76%	528 $22,000
Q4 2024 Feb 06, 2025	BUY	$42.79 - $44.9 $1.77 Million - $1.86 Million	41,456 Added 3910.94%	42,516 $1.82 Million
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

187

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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