Team Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Team Financial Group, LLC

$173 Billion
Q1 2025

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Team Financial Group, LLC holds 7,004 shares of AGGY stock, worth $298,860. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,004

Previous 6,569 6.62%

Holding current value

$298,860

Previous $282 Million 7.88%

% of portfolio

0.18%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$42.36 - $43.8 $18,426 - $19,053	435 Added 6.62%	7,004 $304 Million
Q4 2024 Jan 17, 2025	SELL	$42.79 - $44.9 $4,878 - $5,118	-114 Reduced 1.71%	6,569 $282 Million
Q3 2024 Oct 23, 2024	SELL	$42.76 - $45.16 $213 - $225	-5 Reduced 0.07%	6,683 $299 Million
Q2 2024 Aug 13, 2024	BUY	$42.1 - $43.44 $2,694 - $2,780	64 Added 0.97%	6,688 $287 Million
Q1 2024 May 10, 2024	SELL	$42.98 - $43.99 $53,510 - $54,767	-1,245 Reduced 15.82%	6,624 $287 Million
Q4 2023 Feb 14, 2024	SELL	$40.67 - $44.21 $6,954 - $7,559	-171 Reduced 2.13%	7,869 $346 Million
Q3 2023 Nov 15, 2023	BUY	$41.45 - $43.41 $333,258 - $349,016	8,040 New	8,040 $334 Million

Others Institutions Holding AGGY

# of Institutions

187

Shares Held

19M

Call Options Held

12.1K

Put Options Held

View Full List

About WISDOMTREE YIELD ENHANCED U.S.

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Team Financial Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History