A detailed history of Ae Wealth Management LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Ae Wealth Management LLC holds 200,029 shares of AGGH stock, worth $4.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
200,029
Previous 61,808 223.63%
Holding current value
$4.12 Million
Previous $1.31 Million 215.84%
% of portfolio
0.04%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$19.78 - $21.29 $2.73 Million - $2.94 Million
138,221 Added 223.63%
200,029 $4.13 Million
Q1 2025

May 06, 2025

BUY
$20.11 - $21.21 $875,267 - $923,144
43,524 Added 238.04%
61,808 $1.31 Million
Q4 2024

Feb 13, 2025

BUY
$20.35 - $21.68 $372,079 - $396,397
18,284 New
18,284 $377,000

Others Institutions Holding AGGH

About SIMP EXCH.TRA.FDS SIMPLIFY AGG


  • Ticker AGGH
  • Sector ETFs
  • Industry ETFs
More about AGGH
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.