Worth Asset Management, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Worth Asset Management, LLC
- $212 Million
- Q4 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 24,689 shares of AGGH stock, worth $512,296. This represents 0.24% of its overall portfolio holdings.
Number of Shares
24,689
Previous 25,112
1.68%
Holding current value
$512,296
Previous $520,000
1.54%
% of portfolio
0.24%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding AGGH
# of Institutions
71Shares Held
11MCall 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
-
Ae Wealth Management LLC767KShares$15.9 Million0.11% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA627KShares$13 Million1.04% of portfolio
-
Great Diamond Partners, LLC461KShares$9.57 Million1.95% of portfolio