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
70Shares 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