Hershey Financial Advisers, LLC AGZD Holdings History
Hershey Financial Advisers, LLC's WisdomTree Barclays U.S. Aggregate Bond Zero Durat Holding Summary
As of 2024-12-31, Hershey Financial Advisers, LLC held 181,235.00 shares of WisdomTree Barclays U.S. Aggregate Bond Zero Durat(AGZD), totaling $4.07 Mil. This investment constitutes 3.58% of their stock portfolio, and Hershey Financial Advisers, LLC now holds 2.97% of the outstanding WisdomTree Barclays U.S. Aggregate Bond Zero Durat(AGZD) stock.
The initial trade took place in 2024Q4. And since then Hershey Financial Advisers, LLC has made 1 purchases of AGZD, at an average price of $22.45, for a total of 181,235.00 shares. Based on historical transaction data and AGZD's current price of $22.37, Hershey Financial Advisers, LLC's estimated gain on his AGZD holdings is $-14,498.80, reflecting a -0.36% gain to date.
Hershey Financial Advisers, LLC AGZD ($22.37) Holding Chart
Hershey Financial Advisers, LLC AGZD ($22.37) 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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