Lpl Financial LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Lpl Financial LLC
- $320 Billion
- Q3 2025
A detailed history of Lpl Financial LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Lpl Financial LLC holds 313,990 shares of AGGH stock, worth $6.52 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
313,990
Previous 497,693
36.91%
Holding current value
$6.52 Million
Previous $10.3 Million
36.7%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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