United Advisor Group, LLC Wisdomtree Yield Enhanced U.S. Transaction History

United Advisor Group, LLC

  • $455 Million
  • Q1 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, United Advisor Group, LLC holds 7,898 shares of AGGY stock, worth $337,007. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,898
Previous 9,507 16.92%
Holding current value
$337,007
Previous $408,000 15.93%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$42.36 - $43.8 $68,157 - $70,474
-1,609 Reduced 16.92%
7,898 $343,000
Q4 2024

Feb 24, 2025
SELL
$42.79 - $44.9 $56,653 - $59,447
-1,324 Reduced 12.22%
9,507 $408,000
Q3 2024

Oct 30, 2024
BUY
$42.76 - $45.16 $1,496 - $1,580
35 Added 0.32%
10,831 $484,000
Q2 2024

Aug 08, 2024
SELL
$42.1 - $43.44 $72,412 - $74,716
-1,720 Reduced 13.74%
10,796 $463,000
Q1 2024

May 14, 2024
BUY
$42.98 - $43.99 $537,937 - $550,578
12,516 New
12,516 $543,000

Others Institutions Holding AGGY

# of Institutions
187
Shares Held
19M
Call Options Held
12.1K
Put Options Held
0
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
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