Balance Wealth, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Balance Wealth, LLC holds 32,403 shares of AGGH stock, worth $672,362. This represents 0.17% of its overall portfolio holdings.

Number of Shares
32,403
Previous 31,592 2.57%
Holding current value
$672,362
Previous $652 Million 2.92%
% of portfolio
0.17%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$20.0 - $20.97 $16,220 - $17,006
811 Added 2.57%
32,403 $671 Million
Q2 2025

Aug 13, 2025
BUY
$19.78 - $21.29 $187,593 - $201,914
9,484 Added 42.9%
31,592 $652 Million
Q1 2025

Apr 23, 2025
BUY
$20.11 - $21.21 $444,591 - $468,910
22,108 New
22,108 $468 Million

Others Institutions Holding AGGH

# of Institutions
68
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

AGGH Quotes by TradingView
  • Ticker AGGH
  • Sector ETFs
  • Industry ETFs
More about AGGH
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