Western Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Western Wealth Management, LLC
- $1.33 Billion
- Q2 2024
A detailed history of Western Wealth Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Western Wealth Management, LLC holds 13,648 shares of AGGY stock, worth $614,569. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,648
Previous 13,657
0.07%
Holding current value
$614,569
Previous $592,000
1.01%
% of portfolio
0.04%
Previous 0.05%
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$183 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$54.8 Million0.03% of portfolio
-
Cwm, LLC1.13MShares$50.9 Million0.23% of portfolio
-
Envestnet Asset Management Inc975KShares$43.9 Million0.01% of portfolio
-
Ubs Group Ag907KShares$40.8 Million0.01% of portfolio