Evolution Wealth Management Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 53,980 shares of AGGH stock, worth $1.13 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
53,980
Previous 13,977
286.21%
Holding current value
$1.13 Million
Previous $288 Million
287.52%
% of portfolio
1.15%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
58Shares Held
9.93MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.72MShares$77.6 Million4.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$26.2 Million0.05% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA659KShares$13.7 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC498KShares$10.4 Million0.0% of portfolio
-
Great Diamond Partners, LLC461KShares$9.62 Million1.95% of portfolio