Latest Institutional Sells of Simp Exch.Tra.Fds Simplify Agg (AGGH)
This list provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.48M- 28.4% |
$29.5M - $30.9M
|
3.72M
$77.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-314K- 24.98% |
$6.27M - $6.58M
|
942K
$19.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-184K- 36.91% |
$3.67M - $3.85M
|
314K
$6.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.8K- 33.38% |
$1.3M - $1.36M
|
129K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-31.2K- 4.74% |
$624K - $654K
|
627K
$13M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-14.4K- 47.99% |
$289K - $303K
|
15.7K
$325K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-10.8K- 27.85% |
$215K - $225K
|
27.9K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.6K- 30.24% |
$152K - $159K
|
17.5K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-5.56K- 2.02% |
$111K - $117K
|
269K
$5.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.83K- 10.21% |
$96.6K - $101K
|
42.4K
$881K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.73K- 9.81% |
$54.6K - $57.3K
|
25.1K
$521K
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.62K- 4.95% |
$52.4K - $54.9K
|
50.3K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.54K- 3.54% |
$50.8K - $53.3K
|
69.3K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-136- 2.47% |
$2.72K - $2.85K
|
5.36K
$111K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-813K- 97.93% |
$16.1M - $17.3M
|
17.2K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-25.9K- 71.86% |
$512K - $551K
|
10.1K
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-11.1K- 29.03% |
$219K - $236K
|
27.1K
$562K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.02K- 13.36% |
$159K - $171K
|
52K
$1.08M
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.51K- 11.08% |
$131K - $138K
|
52.2K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-496- 0.46% |
$9.97K - $10.5K
|
106K
$2.21M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-225- 1.52% |
$4.58K - $4.88K
|
14.6K
$302K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 57.64% |
$450K - $473K
|
16.2K
$336K
|
|