Allworth Financial LP Simp Exch.Tra.Fds Simplify Agg Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Allworth Financial LP holds 769 shares of AGGH stock, worth $15,772. This represents 0.0% of its overall portfolio holdings.

Number of Shares

769

Holding current value

$15,772

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$20.11 - $21.21 $15,464 - $16,310	769 New	769 $16,000

Others Institutions Holding AGGH

# of Institutions

Shares Held

9.92M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

5.19M
Shares

$107 Million
6.1% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.03M
Shares

$21.2 Million
0.05% of portfolio
Stadion Money Management, LLC Watkinsville, GA

699K
Shares

$14.3 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$9.07 Million
0.0% of portfolio
J Hagan Capital, Inc. Louisville, KY

311K
Shares

$6.38 Million
5.21% of portfolio

View Full List

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

Ticker AGGH
Sector ETFs
Industry ETFs

More about AGGH

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