Harborview Advisors, LLC AGZD Holdings History
Harborview Advisors, LLC's WisdomTree Barclays U.S. Aggregate Bond Zero Durat Holding Summary
As of 2021-09-30, Harborview Advisors, LLC held 521,814.00 shares of WisdomTree Barclays U.S. Aggregate Bond Zero Durat(AGZD), totaling $12.23 Mil. This investment constitutes 6.85% of their stock portfolio, and Harborview Advisors, LLC now holds 3.2% of the outstanding WisdomTree Barclays U.S. Aggregate Bond Zero Durat(AGZD) stock.
The initial trade took place in 2021Q2. And since then Harborview Advisors, LLC has made 2 purchases of AGZD, at an average price of $23.53, for a total of 521,814.00 shares. Based on historical transaction data and AGZD's current price of $22.35, Harborview Advisors, LLC's estimated gain on his AGZD holdings is $-618,320.63, reflecting a -5.04% gain to date.
Harborview Advisors, LLC AGZD ($22.35) Holding Chart
Harborview Advisors, LLC AGZD ($22.35) 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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