Legacy Wealth Managment, Llc/Id Simp Exch.Tra.Fds Simplify Agg Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 38,171 shares of AGGH stock, worth $806,934. This represents 0.56% of its overall portfolio holdings.
Number of Shares
38,171
Previous 43,468
12.19%
Holding current value
$806,934
Previous $943,000
16.54%
% of portfolio
0.56%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
37Shares Held
8.83MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$110 Million6.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.03MShares$21.8 Million0.05% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA699KShares$14.8 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC455KShares$9.63 Million0.0% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH248KShares$5.25 Million1.68% of portfolio