ACTION POINT FINANCIAL PLANNING, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2116119
GRAND RAPIDS, MI
All Filings in AGGY
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,766,052 | 224,614 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||