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
Others Institutions Holding AGGY
# of Institutions
158Shares Held
19MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.07MShares$182 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.5 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.6 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.6 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.6 Million0.01% of portfolio