Steward Partners Investment Advisory, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 42,447 shares of AGGH stock, worth $880,775. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,447
Previous 47,275 10.21%
Holding current value
$880,775
Previous $975,000 9.85%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$20.0 - $20.97 $96,560 - $101,243
-4,828 Reduced 10.21%
42,447 $879,000
Q2 2025

Aug 12, 2025
BUY
$19.78 - $21.29 $6,448 - $6,940
326 Added 0.69%
47,275 $975,000
Q1 2025

May 13, 2025
BUY
$20.11 - $21.21 $22,985 - $24,243
1,143 Added 2.5%
46,949 $992,000
Q4 2024

Feb 06, 2025
BUY
$20.35 - $21.68 $490,638 - $522,704
24,110 Added 111.13%
45,806 $944,000
Q3 2024

Nov 14, 2024
BUY
$20.69 - $22.19 $448,890 - $481,434
21,696 New
21,696 $471,000

Others Institutions Holding AGGH

# of Institutions
69
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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