Integrated Wealth Concepts LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$20.35 - $21.68 $4,578 - $4,878
-225 Reduced 1.52%
14,565 $300,000
Q3 2024

Nov 14, 2024
BUY
$20.69 - $22.19 $35,669 - $38,255
1,724 Added 13.19%
14,790 $321,000
Q2 2024

Aug 14, 2024
BUY
$20.42 - $21.47 $4,962 - $5,217
243 Added 1.9%
13,066 $271,000
Q1 2024

May 15, 2024
BUY
$21.31 - $22.08 $273,258 - $283,131
12,823 New
12,823 $274,000

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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