Ae Wealth Management LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 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 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
Others Institutions Holding AGGH
# of Institutions
57Shares Held
10MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$107 Million6.28% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA659KShares$13.6 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC498KShares$10.3 Million0.0% of portfolio
-
Great Diamond Partners, LLC421KShares$8.67 Million1.9% of portfolio
-
Buck Wealth Strategies, LLC Denver, CO313KShares$6.46 Million1.03% of portfolio