Wealth Plan Investment Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 68,292 shares of AGGY stock, worth $2.97 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
68,292
Holding current value
$2.97 Million
% of portfolio
0.33%

Shares

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

Nov 05, 2024
BUY
$42.76 - $45.16 $2.92 Million - $3.08 Million
68,292 New
68,292 $3.05 Million
Q3 2023

Nov 09, 2023
BUY
$41.45 - $43.41 $2.93 Million - $3.07 Million
70,670 New
70,670 $2.93 Million
Q4 2022

Feb 15, 2023
SELL
$41.0 - $43.97 $31,898 - $34,208
-778 Reduced 0.97%
79,592 $3.39 Million
Q3 2022

Dec 12, 2022
SELL
$41.91 - $46.15 $13,411 - $14,768
-320 Reduced 0.4%
80,370 $3.53 Million
Q1 2022

Sep 07, 2022
BUY
$47.38 - $51.33 $3.82 Million - $4.14 Million
80,690 New
80,690 $3.67 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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