Atria Wealth Solutions, Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,150 shares of AGGH stock, worth $253,084. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,150
Previous 10,796
12.54%
Holding current value
$253,084
Previous $228,000
9.65%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
58Shares Held
11.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$108 Million6.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$26.2 Million0.05% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA659KShares$13.7 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC498KShares$10.4 Million0.0% of portfolio
-
Great Diamond Partners, LLC421KShares$8.76 Million1.9% of portfolio