Surevest, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Surevest, LLC holds 520 shares of AGGY stock, worth $22,656. This represents 0.01% of its overall portfolio holdings.

Number of Shares
520
Previous 520 -0.0%
Holding current value
$22,656
Previous $23,000 4.35%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022
BUY
$51.35 - $52.36 $26,702 - $27,227
520 New
520 $27,000
Q2 2020

Jul 15, 2020
SELL
$51.53 - $53.82 $375,189 - $391,863
-7,281 Closed
0 $0
Q1 2020

Apr 16, 2020
SELL
$47.17 - $54.55 $3.87 Million - $4.48 Million
-82,101 Reduced 91.85%
7,281 $376,000
Q4 2019

Jan 14, 2020
SELL
$51.78 - $52.68 $607,897 - $618,463
-11,740 Reduced 11.61%
89,382 $4.67 Million
Q3 2019

Oct 15, 2019
SELL
$51.74 - $52.41 $173,432 - $175,678
-3,352 Reduced 3.21%
101,122 $5.29 Million
Q2 2019

Jul 10, 2019
BUY
N/A
12,412 Added 13.48%
104,474 $5.35 Million
Q1 2019

Apr 09, 2019
BUY
N/A
72 Added 0.08%
92,062 $4.59 Million
Q4 2018

Feb 20, 2019
BUY
N/A
91,990 New
91,990 $4.44 Million

Others Institutions Holding AGGY

# of Institutions
164
Shares Held
20.4M
Call Options Held
2.4K
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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