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

Worth Asset Management, LLC

  • $175 Million
  • Q4 2024

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 14,187 shares of AGGY stock, worth $620,539. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,187
Previous 20,544 30.94%
Holding current value
$620,539
Previous $918,000 33.77%
% of portfolio
0.35%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
SELL
$42.79 - $44.9 $272,016 - $285,429
-6,357 Reduced 30.94%
14,187 $608,000
Q3 2024

Oct 09, 2024
BUY
$42.76 - $45.16 $29,290 - $30,934
685 Added 3.45%
20,544 $918,000
Q2 2024

Jul 11, 2024
BUY
$42.1 - $43.44 $836,063 - $862,674
19,859 New
19,859 $853,000
Q2 2022

Jul 08, 2022
SELL
$43.6 - $47.89 $20,971 - $23,035
-481 Reduced 45.12%
585 $26,000
Q1 2022

May 13, 2022
BUY
$47.38 - $51.33 $50,507 - $54,717
1,066 New
1,066 $49,000

Others Institutions Holding AGGY

# of Institutions
174
Shares Held
20.6M
Call Options Held
900
Put Options Held
9.3K
View Full List

About WISDOMTREE YIELD ENHANCED U.S.

AGGY Quotes by TradingView
  • Ticker AGGY
  • Sector ETFs
  • Industry ETFs
More about AGGY
Track This Portfolio

Track Worth Asset Management, LLC Portfolio

Follow Worth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email