Worth Asset Management, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Worth Asset Management, LLC
- $195 Million
- Q3 2025
A detailed history of Worth Asset Management, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Worth Asset Management, LLC holds 25,112 shares of AGGH stock, worth $521,074. This represents 0.27% of its overall portfolio holdings.
Number of Shares
25,112
Previous 27,844
9.81%
Holding current value
$521,074
Previous $574,000
9.41%
% of portfolio
0.27%
Previous 0.31%
Shares
3 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