Symphony Financial, Ltd. Co. Wisdomtree Yield Enhanced U.S. Transaction History

Symphony Financial, Ltd. Co.

$619 Million
Q4 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 403,739 shares of AGGY stock, worth $17.3 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

403,739

Previous 370,765 8.89%

Holding current value

$17.3 Million

Previous $16.6 Million 4.54%

% of portfolio

2.8%

Previous 2.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$42.79 - $44.9 $1.41 Million - $1.48 Million	32,974 Added 8.89%	403,739 $17.3 Million
Q3 2024 Oct 21, 2024	BUY	$42.76 - $45.16 $1.52 Million - $1.6 Million	35,487 Added 10.58%	370,765 $16.6 Million
Q2 2024 Jul 17, 2024	BUY	$42.1 - $43.44 $1.13 Million - $1.16 Million	26,805 Added 8.69%	335,278 $14.4 Million
Q1 2024 Apr 17, 2024	BUY	$42.98 - $43.99 $1.81 Million - $1.86 Million	42,215 Added 15.85%	308,473 $13.4 Million
Q4 2023 Jan 18, 2024	BUY	$40.67 - $44.21 $2.85 Million - $3.09 Million	69,978 Added 35.65%	266,258 $11.7 Million
Q3 2023 Nov 07, 2023	BUY	$41.45 - $43.41 $3.05 Million - $3.19 Million	73,468 Added 59.82%	196,280 $8.15 Million
Q2 2023 Jul 12, 2023	BUY	$42.79 - $44.17 $5.26 Million - $5.42 Million	122,812 New	122,812 $5.29 Million

Others Institutions Holding AGGY

# of Institutions

171

Shares Held

20.5M

Call Options Held

2.4K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Symphony Financial, Ltd. Co. Wisdomtree Yield Enhanced U.S. Transaction History