Walkner Condon Financial Advisors LLC Wisdomtree Yield Enhanced U.S. Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 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 8,637 shares of AGGY stock, worth $373,291. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,637
Previous 8,471 1.96%
Holding current value
$373,291
Previous $378,000 2.12%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 29, 2025
BUY
$42.79 - $44.9 $7,103 - $7,453
166 Added 1.96%
8,637 $370,000
Q3 2024

Oct 31, 2024
SELL
$42.76 - $45.16 $37,671 - $39,785
-881 Reduced 9.42%
8,471 $378,000
Q2 2024

Jul 26, 2024
SELL
$42.1 - $43.44 $43,489 - $44,873
-1,033 Reduced 9.95%
9,352 $401,000
Q1 2024

Apr 22, 2024
BUY
$42.98 - $43.99 $1,719 - $1,759
40 Added 0.39%
10,385 $450,000
Q4 2023

Jan 23, 2024
SELL
$40.67 - $44.21 $33,756 - $36,694
-830 Reduced 7.43%
10,345 $455,000
Q3 2023

Oct 19, 2023
SELL
$41.45 - $43.41 $8,455 - $8,855
-204 Reduced 1.79%
11,175 $463,000
Q2 2023

Jul 21, 2023
SELL
$42.79 - $44.17 $17,415 - $17,977
-407 Reduced 3.45%
11,379 $490,000
Q1 2023

Apr 20, 2023
SELL
$42.44 - $44.52 $127,235 - $133,470
-2,998 Reduced 20.28%
11,786 $514,000
Q4 2022

Jan 25, 2023
BUY
$41.0 - $43.97 $606,144 - $650,052
14,784 New
14,784 $0
Q4 2021

Feb 11, 2022
SELL
$51.35 - $52.36 $216,748 - $221,011
-4,221 Closed
0 $0
Q3 2021

Nov 04, 2021
SELL
$51.92 - $53.01 $830 - $848
-16 Reduced 0.38%
4,221 $219,000
Q2 2021

Aug 10, 2021
BUY
$51.34 - $52.27 $217,527 - $221,467
4,237 New
4,237 $221,000
Q1 2021

Apr 13, 2021
SELL
$51.09 - $53.61 $194,193 - $203,771
-3,801 Closed
0 $0
Q4 2020

Jan 12, 2021
BUY
$53.28 - $53.95 $202,517 - $205,063
3,801 New
3,801 $204,000
Q1 2020

Aug 26, 2020
SELL
$47.17 - $54.55 $197,359 - $228,237
-4,184 Closed
0 $0
Q4 2019

Aug 26, 2020
BUY
$51.78 - $52.68 $216,647 - $220,413
4,184 New
4,184 $219,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.5M
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email