Wealth Enhancement Advisory Services LLC Has $97,000 Position in Aegon Ltd. (NYSE:AEG)

Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Aegon Ltd. (NYSE:AEG) by 19.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,205 shares of the financial services provider’s stock after buying an additional 2,440 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Aegon were worth $97,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. EverSource Wealth Advisors LLC boosted its position in shares of Aegon by 240.3% during the first quarter. EverSource Wealth Advisors LLC now owns 4,114 shares of the financial services provider’s stock valued at $25,000 after buying an additional 2,905 shares during the last quarter. Ashton Thomas Private Wealth LLC bought a new stake in shares of Aegon in the 2nd quarter worth $30,000. GAMMA Investing LLC raised its holdings in shares of Aegon by 79.5% in the second quarter. GAMMA Investing LLC now owns 5,094 shares of the financial services provider’s stock valued at $31,000 after purchasing an additional 2,256 shares during the last quarter. CWM LLC lifted its position in shares of Aegon by 83.6% during the second quarter. CWM LLC now owns 5,725 shares of the financial services provider’s stock valued at $35,000 after purchasing an additional 2,606 shares in the last quarter. Finally, Verus Capital Partners LLC purchased a new position in Aegon during the second quarter worth about $61,000. 4.32% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Separately, UBS Group upgraded shares of Aegon from a “neutral” rating to a “buy” rating in a research note on Tuesday, October 22nd.

Aegon Stock Down 2.1 %

NYSE AEG opened at $6.44 on Wednesday. Aegon Ltd. has a 52 week low of $5.06 and a 52 week high of $6.96. The firm’s 50-day simple moving average is $6.26 and its two-hundred day simple moving average is $6.30.

Aegon Cuts Dividend

The company also recently announced a semi-annual dividend, which was paid on Thursday, September 26th. Investors of record on Thursday, September 5th were issued a dividend of $0.1723 per share. This represents a yield of 4.9%. The ex-dividend date of this dividend was Thursday, September 5th.

Aegon Profile

Aegon Ltd. provides insurance, pensions, retirement, and asset management services in the United States, the Netherlands, the United Kingdom, and internationally. The company offers life, accident, property and casualty, and health insurance; annuities, retirement plans, mutual funds, and stable value solutions; residential mortgage and digital baking services; and retail and institutional investment management solutions and retirement savings vehicles and strategies.