New Edge Advisors, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, New Edge Advisors, LLC holds 14,015 shares of AGGH stock, worth $290,811. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,015
Previous 12,486
12.25%
Holding current value
$290,811
Previous $257,000
12.84%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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