Latest Institutional Transactions on Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
105KNew |
$2.12M - $2.23M
|
105K
$2.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.53K+ 16.92% |
$70.9K - $74.8K
|
24.4K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5KNew |
$331K - $349K
|
16.5K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61.2KNew |
$1.23M - $1.3M
|
61.2K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.5K+ 8.02% |
$70.3K - $74.2K
|
47.1K
$951K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$87.5K - $92.2K
|
4.35K
$87.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-109K- 43.76% |
$2.18M - $2.3M
|
140K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
600+ 4.2% |
$12.1K - $12.7K
|
14.9K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
36.9KNew |
$742K - $783K
|
36.9K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12KNew |
$242K - $256K
|
12K
$243K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
241K+ 52.7% |
$4.91M - $5.23M
|
699K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.67KNew |
$54.3K - $57.9K
|
2.67K
$53.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
530New |
$10.8K - $11.5K
|
530
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-18.4K- 28.22% |
$374K - $399K
|
46.8K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.83K+ 21.48% |
$180K - $191K
|
49.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
561+ 18700.0% |
$11.4K - $12.2K
|
564
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.5KNew |
$356K - $379K
|
17.5K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.4K+ 395.55% |
$1.57M - $1.68M
|
97K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-70- 0.13% |
$1.42K - $1.52K
|
52.7K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25+ 0.3% |
$509 - $542
|
8.33K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-225- 1.52% |
$4.58K - $4.88K
|
14.6K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.5KNew |
$742K - $791K
|
36.5K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13+ 0.03% |
$265 - $282
|
46.6K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5.3K- 12.19% |
$108K - $115K
|
38.2K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17.3K+ 41.85% |
$353K - $376K
|
58.7K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-5.3K- 12.19% |
$108K - $115K
|
38.2K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3KNew |
$372K - $396K
|
18.3K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
35.3KNew |
$717K - $764K
|
35.3K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14K- 2.98% |
$285K - $303K
|
455K
$9.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.55K+ 19.74% |
$92.7K - $98.7K
|
27.6K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$47.8K - $50.9K
|
2.35K
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
16.4K+ 55.82% |
$334K - $356K
|
45.9K
$925K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.5K+ 35.52% |
$622K - $662K
|
117K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
401K+ 63.52% |
$8.15M - $8.69M
|
1.03M
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 111.13% |
$491K - $523K
|
45.8K
$924K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.8K- 11.79% |
$241K - $256K
|
88.5K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97.7K+ 1046.86% |
$1.99M - $2.12M
|
107K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27KNew |
$549K - $585K
|
27K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-78.7K- 75.94% |
$1.6M - $1.71M
|
24.9K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.5K+ 13.44% |
$50.8K - $54.2K
|
21.1K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-172K- 76.12% |
$3.5M - $3.73M
|
54K
$1.09M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$507K - $544K
|
24.5K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 28.76% |
$228K - $245K
|
49.4K
$997K
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
297K+ 6.06% |
$6.13M - $6.58M
|
5.19M
$105M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
75.2KNew |
$1.56M - $1.67M
|
75.2K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.8K+ 2073.13% |
$1.49M - $1.59M
|
75.3K
$1.52M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 57.64% |
$450K - $473K
|
16.2K
$327K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
305K+ 962.53% |
$6.49M - $6.72M
|
336K
$6.78M
|
|