GSB Wealth Management, LLC AGGY Holdings History
GSB Wealth Management, LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2025-06-30, GSB Wealth Management, LLC held 210,917.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $9.20 Mil. This investment constitutes 2.25% of their stock portfolio, and GSB Wealth Management, LLC now holds 1.16% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.
The initial trade took place in 2023Q4. And since then GSB Wealth Management, LLC has made 7 purchases of AGGY, at an average price of $43.37, for a total of 210,917.00 shares. Based on historical transaction data and AGGY's current price of $43.28, GSB Wealth Management, LLC's estimated gain on his AGGY holdings is $-18,794.71, reflecting a -0.21% gain to date.
GSB Wealth Management, LLC AGGY ($43.28) Holding Chart
GSB Wealth Management, LLC AGGY ($43.28) 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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