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

Symphony Financial, Ltd. Co.

  • $546 Million
  • Q2 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 335,278 shares of AGGY stock, worth $15 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
335,278
Previous 308,473 8.69%
Holding current value
$15 Million
Previous $13.4 Million 7.59%
% of portfolio
2.64%
Previous 3.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
158
Shares Held
19M
Call Options Held
0
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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