A detailed history of Avantax Advisory Services, Inc. transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 85,990 shares of AGGH stock, worth $1.76 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
85,990
Previous 73,126 17.59%
Holding current value
$1.76 Million
Previous $1.52 Million 22.92%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$20.69 - $22.19 $266,156 - $285,452
12,864 Added 17.59%
85,990 $1.87 Million
Q2 2024

Aug 09, 2024

SELL
$20.42 - $21.47 $104,754 - $110,141
-5,130 Reduced 6.56%
73,126 $1.52 Million
Q1 2024

May 08, 2024

BUY
$21.31 - $22.08 $303,283 - $314,242
14,232 Added 22.23%
78,256 $1.68 Million
Q4 2023

Feb 07, 2024

BUY
$20.7 - $22.24 $215,321 - $231,340
10,402 Added 19.4%
64,024 $1.41 Million
Q3 2023

Nov 07, 2023

BUY
$21.22 - $23.29 $1.14 Million - $1.25 Million
53,622 New
53,622 $1.14 Million

Others Institutions Holding AGGH

About SIMP EXCH.TRA.FDS SIMPLIFY AGG


  • Ticker AGGH
  • Sector ETFs
  • Industry ETFs
More about AGGH
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