Avantax Advisory Services, Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 126,051 shares of AGGH stock, worth $2.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

126,051

Previous 116,537 8.16%

Holding current value

$2.57 Million

Previous $2.4 Million 10.86%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$20.11 - $21.21 $191,326 - $201,791	9,514 Added 8.16%	126,051 $2.67 Million
Q4 2024 Feb 07, 2025	BUY	$20.35 - $21.68 $621,631 - $662,258	30,547 Added 35.52%	116,537 $2.4 Million
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

# of Institutions

Shares Held

9.43M

Call Options Held

Put Options Held

View Full List

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

Ticker AGGH
Sector ETFs
Industry ETFs

More about AGGH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History