Walkner Condon Financial Advisors LLC Wisdomtree Yield Enhanced U.S. Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 9,352 shares of AGGY stock, worth $418,502. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,352
Previous 9,352
-0.0%
Holding current value
$418,502
Previous $401,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
14 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