JD Financial Services Inc. AGGY Holdings History
JD Financial Services Inc.'s WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2021-12-31, JD Financial Services Inc. held 252,128.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $13.03 Mil. This investment constitutes 10.74% of their stock portfolio, and JD Financial Services Inc. now holds 1.17% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.
The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 3 purchases of AGGY, at an average price of $51.77, for a total of 256,014.00 shares. In addition, there have been 1 sales at an average price of $51.59 for 3,886.00 shares. Based on historical transaction data and AGGY's current price of $43.42, JD Financial Services Inc.'s estimated gain on his AGGY holdings is $-2.11 Mil, reflecting a -15.89% gain to date.
JD Financial Services Inc. AGGY ($43.42) Holding Chart
JD Financial Services Inc. AGGY ($43.42) 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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