Symphony Financial, Ltd. Co. AGGY Holdings History
Symphony Financial, Ltd. Co.'s WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held - shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.
The initial trade took place in 2023Q2. And since then Symphony Financial, Ltd. Co. has made 7 purchases of AGGY, at an average price of $43.03, for a total of 403,739.00 shares. In addition, there have been 1 sales at an average price of $43.16 for 403,739.00 shares. Based on historical transaction data and AGGY's current price of $43.16, Symphony Financial, Ltd. Co.'s estimated gain on his AGGY holdings is $53,992.01, reflecting a 0.31% gain to date.
Symphony Financial, Ltd. Co. AGGY ($43.16) Holding Chart
Symphony Financial, Ltd. Co. AGGY ($43.16) 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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