Defined Financial Planning LLC AGGY Holdings History
Defined Financial Planning LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 137,948.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $5.95 Mil. This investment constitutes 5.28% of their stock portfolio, and Defined Financial Planning LLC now holds 0.76% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 1 purchases of AGGY, at an average price of $43.63, for a total of 160,836.00 shares. In addition, there have been 1 sales at an average price of $43.05 for 22,888.00 shares. Based on historical transaction data and AGGY's current price of $43.39, Defined Financial Planning LLC's estimated gain on his AGGY holdings is $-45,694.87, reflecting a -0.65% gain to date.
Defined Financial Planning LLC AGGY ($43.39) Holding Chart
Defined Financial Planning LLC AGGY ($43.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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