Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-109,551.15
% of Total Estimate Gain
-7.48%

Ford Financial Group, LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary

As of 2023-03-31, Ford Financial Group, LLC held - shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ford Financial Group, LLC now holds 0% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.

The initial trade took place in 2021Q2. And since then Ford Financial Group, LLC has made 5 purchases of AGGY, at an average price of $46.58, for a total of 31,444.00 shares. In addition, there have been 3 sales at an average price of $43.10 for 31,444.00 shares. Based on historical transaction data and AGGY's current price of $43.42, Ford Financial Group, LLC's estimated gain on his AGGY holdings is $-109,551.15, reflecting a -7.48% gain to date.

Ford Financial Group, LLC AGGY ($43.42) Holding Chart

Ford Financial Group, LLC AGGY ($43.42) 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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