Warren Averett Asset Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 113,512 shares of AGGY stock, worth $4.92 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
113,512
Previous 110,953 2.31%
Holding current value
$4.92 Million
Previous $4.77 Million 6.48%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.76 - $45.16 $109,422 - $115,564
2,559 Added 2.31%
113,512 $5.08 Million
Q2 2024

Aug 14, 2024
BUY
$42.1 - $43.44 $651,960 - $672,711
15,486 Added 16.22%
110,953 $4.77 Million
Q1 2024

May 15, 2024
BUY
$42.98 - $43.99 $4.1 Million - $4.2 Million
95,467 New
95,467 $4.14 Million

Others Institutions Holding AGGY

# of Institutions
163
Shares Held
20.3M
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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