Verdence Capital Advisors LLC Wisdomtree Yield Enhanced U.S. Transaction History

Verdence Capital Advisors LLC

  • $1.21 Billion
  • Q4 2024

A detailed history of Verdence Capital Advisors LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 5,091 shares of AGGY stock, worth $219,523. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,091
Previous 5,084 0.14%
Holding current value
$219,523
Previous $227,000 3.96%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$42.79 - $44.9 $299 - $314
7 Added 0.14%
5,091 $218,000
Q3 2024

Nov 01, 2024
BUY
$42.76 - $45.16 $2,266 - $2,393
53 Added 1.05%
5,084 $227,000
Q2 2024

Jul 25, 2024
BUY
$42.1 - $43.44 $2,273 - $2,345
54 Added 1.08%
5,031 $216,000
Q1 2024

Apr 25, 2024
SELL
$42.98 - $43.99 $988 - $1,011
-23 Reduced 0.46%
4,977 $216,000
Q4 2023

Jan 31, 2024
SELL
$40.67 - $44.21 $11,509 - $12,511
-283 Reduced 5.36%
5,000 $220,000
Q3 2023

Oct 25, 2023
BUY
$41.45 - $43.41 $218,980 - $229,335
5,283 New
5,283 $219,000

Others Institutions Holding AGGY

# of Institutions
171
Shares Held
21.1M
Call Options Held
2.4K
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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