Ae Wealth Management LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
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 488,644 shares of AGGH stock, worth $10.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
488,644
Previous 200,029
144.29%
Holding current value
$10.1 Million
Previous $4.13 Million
145.13%
% of portfolio
0.08%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AGGH
# of Institutions
69Shares Held
10.5MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.72MShares$77.2 Million4.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ942KShares$19.5 Million0.03% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA627KShares$13 Million1.04% of portfolio
-
Great Diamond Partners, LLC461KShares$9.57 Million1.95% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH363KShares$7.52 Million1.93% of portfolio