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

Aspen Wealth Strategies, LLC

$183 Billion
Q4 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 16,077 shares of AGGH stock, worth $333,597. This represents 0.18% of its overall portfolio holdings.

Number of Shares

16,077

Previous 15,651 2.72%

Holding current value

$333,597

Previous $324 Million 2.67%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$20.66 - $21.02 $8,801 - $8,954	426 Added 2.72%	16,077 $333 Million
Q3 2025 Nov 10, 2025	SELL	$20.0 - $20.97 $288,860 - $302,869	-14,443 Reduced 47.99%	15,651 $324 Million
Q2 2025 Aug 07, 2025	SELL	$19.78 - $21.29 $327,161 - $352,136	-16,540 Reduced 35.47%	30,094 $621 Million
Q1 2025 Apr 30, 2025	BUY	$20.11 - $21.21 $15,545 - $16,395	773 Added 1.69%	46,634 $986 Million
Q4 2024 Feb 10, 2025	BUY	$20.35 - $21.68 $334,330 - $356,180	16,429 Added 55.82%	45,861 $946 Million

Q3 2024 Oct 28, 2024	BUY	$20.69 - $22.19 $2,006 - $2,152	97 Added 0.33%	29,432 $639 Million
Q2 2024 Jul 19, 2024	BUY	$20.42 - $21.47 $21,318 - $22,414	1,044 Added 3.69%	29,335 $624 Million
Q1 2024 May 13, 2024	BUY	$21.31 - $22.08 $602,881 - $624,665	28,291 New	28,291 $606 Million

Others Institutions Holding AGGH

# of Institutions

Shares Held

11M

Call Options Held

Put Options Held

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About SIMP EXCH.TRA.FDS SIMPLIFY AGG

Ticker AGGH
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Aspen Wealth Strategies, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History