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

Symphony Financial, Ltd. Co.

  • $1.14 Billion
  • Q2 2025

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 38,088 shares of AGGY stock, worth $1.66 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
38,088
Previous 38,088 -0.0%
Holding current value
$1.66 Million
Previous $1.66 Million -0.0%
% of portfolio
0.15%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$42.51 - $43.7 $1.62 Million - $1.66 Million
38,088 New
38,088 $1.66 Million
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
177
Shares Held
17M
Call Options Held
13.7K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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