Avantax Advisory Services, Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
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 78,256 shares of AGGH stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
78,256
Previous 64,024
22.23%
Holding current value
$1.62 Million
Previous $1.41 Million
18.68%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AGGH
# of Institutions
20Shares Held
6.69MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.9MShares$102 Million6.68% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA488KShares$10.1 Million0.68% of portfolio
-
Lincoln National Corp336KShares$6.98 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC225KShares$4.68 Million0.0% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH160KShares$3.32 Million1.03% of portfolio