Prestige Wealth Management Group LLC AGGY Holdings History
Prestige Wealth Management Group LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 653,516.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $28.38 Mil. This investment constitutes 6.07% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 3.4% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.
The initial trade took place in 2020Q4. And since then Prestige Wealth Management Group LLC has made 12 purchases of AGGY, at an average price of $50.74, for a total of 903,351.00 shares. In addition, there have been 6 sales at an average price of $47.67 for 249,835.00 shares. Based on historical transaction data and AGGY's current price of $43.46, Prestige Wealth Management Group LLC's estimated gain on his AGGY holdings is $-5.52 Mil, reflecting a -12.05% gain to date.
Prestige Wealth Management Group LLC AGGY ($43.46) Holding Chart
Prestige Wealth Management Group LLC AGGY ($43.46) 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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