GSB Wealth Management, LLC AGGY Holdings History
GSB Wealth Management, LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2025-03-31, GSB Wealth Management, LLC held 206,842.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $8.98 Mil. This investment constitutes 2.38% of their stock portfolio, and GSB Wealth Management, LLC now holds 1.07% 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 6 purchases of AGGY, at an average price of $43.38, for a total of 206,842.00 shares. Based on historical transaction data and AGGY's current price of $43.43, GSB Wealth Management, LLC's estimated gain on his AGGY holdings is $11,294.34, reflecting a 0.13% gain to date.
GSB Wealth Management, LLC AGGY ($43.43) Holding Chart
GSB Wealth Management, LLC AGGY ($43.43) 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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