INVENIO WEALTH PARTNERS LLC AGGY Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 255,249.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $11.09 Mil. This investment constitutes 4.65% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 1.33% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.
The initial trade took place in 2023Q2. And since then INVENIO WEALTH PARTNERS LLC has made 6 purchases of AGGY, at an average price of $42.92, for a total of 256,296.00 shares. In addition, there have been 1 sales at an average price of $43.16 for 1,047.00 shares. Based on historical transaction data and AGGY's current price of $43.43, INVENIO WEALTH PARTNERS LLC's estimated gain on his AGGY holdings is $130,186.59, reflecting a 1.18% gain to date.
INVENIO WEALTH PARTNERS LLC AGGY ($43.43) Holding Chart
INVENIO WEALTH PARTNERS 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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