Buck Wealth Strategies, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Buck Wealth Strategies, LLC
- $703 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
73Shares Held
11MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.72MShares$77.2 Million4.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ942KShares$19.5 Million0.03% of portfolio
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Ae Wealth Management LLC767KShares$15.9 Million0.11% of portfolio
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Stadion Money Management, LLC Watkinsville, GA627KShares$13 Million1.04% of portfolio
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Great Diamond Partners, LLC461KShares$9.57 Million1.95% of portfolio