Warren Averett Asset Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 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 95,467 shares of AGGY stock, worth $4.14 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
95,467Holding current value
$4.14 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
157Shares Held
20.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.98MShares$173 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$53 Million0.03% of portfolio
-
Cwm, LLC1.16MShares$50.4 Million0.25% of portfolio
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Wealth Enhancement Advisory Services, LLC1.07MShares$46.6 Million0.13% of portfolio
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Envestnet Asset Management Inc884KShares$38.3 Million0.01% of portfolio