Sun Financial Inc
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2067342
MIDVALE, UT
All Filings in AGGY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,625 | 9,398 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $493,592 | 11,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $658,283 | 14,944 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||