Worth Asset Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Worth Asset Management, LLC
- $164 Million
- Q1 2025
A detailed history of Worth Asset Management, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Worth Asset Management, LLC holds 13,754 shares of AGGY stock, worth $593,485. This represents 0.36% of its overall portfolio holdings.
Number of Shares
13,754
Previous 14,187
3.05%
Holding current value
$593,485
Previous $608,000
2.14%
% of portfolio
0.36%
Previous 0.35%
Shares
6 transactions
Others Institutions Holding AGGY
# of Institutions
184Shares Held
19.5MCall Options Held
900Put Options Held
9.3K-
Bank Of America Corp Charlotte, NC2.87MShares$124 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$56.4 Million0.02% of portfolio
-
Cwm, LLC1.18MShares$50.9 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.09MShares$47.1 Million0.12% of portfolio
-
Ubs Group Ag942KShares$40.6 Million0.01% of portfolio