Institutional shares held 19.5 Million
900 calls
9.3K puts
Total value of holdings $842M
$38K calls
$401K puts
# of Institutions 184


Latest Institutional Activity in AGGY

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 79.4K ($3.44M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 40.5K ($1.76M)
Q1 2025
Goodman Advisory Group, LLC Shares Held: 26.1K ($1.13M)
Q1 2025
Win Advisors, Inc Shares Held: 20.4K ($886K)
Q1 2025
North Crest Asset Manangement, LLC Shares Held: 48.5K ($2.1M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 668K ($29M)
Q1 2025
Simpli Fi, Inc. Shares Held: 437K ($19M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 2.4K ($104K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 54.2K ($2.35M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 13K ($565K)

About AGGY

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P - Open market or private purchase×
S - Open market or private sale×
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A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
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E - Expiration of short derivative position×
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O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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