Ae Wealth Management LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Ae Wealth Management LLC holds 18,284 shares of AGGH stock, worth $383,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,284

Holding current value

$383,415

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$20.35 - $21.68 $372,079 - $396,397	18,284 New	18,284 $377,000

Others Institutions Holding AGGH

# of Institutions

Shares Held

8.8M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

5.19M
Shares

$109 Million
6.1% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.03M
Shares

$21.6 Million
0.05% of portfolio
Stadion Money Management, LLC Watkinsville, GA

699K
Shares

$14.6 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

455K
Shares

$9.55 Million
0.0% of portfolio
Park Edge Advisors, LLC Cleveland, OH

248K
Shares

$5.21 Million
1.68% of portfolio

View Full List

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

Ticker AGGH
Sector ETFs
Industry ETFs

More about AGGH

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Ae Wealth Management LLC Simp Exch.Tra.Fds Simplify Agg Transaction History