Wr Wealth Planners, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Wisdomtree Yield Enhanced U.S. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 218 shares of AGGY stock, worth $9,459. This represents 0.0% of its overall portfolio holdings.
Number of Shares
218
Previous 218
-0.0%
Holding current value
$9,459
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AGGY
# of Institutions
163Shares Held
20.3MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$177 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.16MShares$50.5 Million0.02% of portfolio
-
Cwm, LLC1.13MShares$49.2 Million0.22% of portfolio
-
Envestnet Asset Management Inc1.09MShares$47.1 Million0.02% of portfolio
-
Mercer Global Advisors Inc Denver, CO991KShares$43 Million0.1% of portfolio