Iht Wealth Management, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Iht Wealth Management, LLC holds 42,529 shares of AGGH stock, worth $882,476. This represents 0.02% of its overall portfolio holdings.
Number of Shares
42,529
Previous 42,310
0.52%
Holding current value
$882,476
Previous $873,000
0.8%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
68Shares Held
10.5MCall 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
-
Stadion Money Management, LLC Watkinsville, GA627KShares$13 Million1.04% of portfolio
-
Ae Wealth Management LLC489KShares$10.1 Million0.08% of portfolio
-
Great Diamond Partners, LLC461KShares$9.57 Million1.95% of portfolio