SHP Wealth Management
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1807060
PLYMOUTH, MA
All Filings in AGGY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,088 | 692 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,937 | 689 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,614 | 695 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||