Avantax Advisory Services, Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 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 138,554 shares of AGGH stock, worth $2.85 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
138,554
Previous 126,051
9.92%
Holding current value
$2.85 Million
Previous $2.67 Million
7.28%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding AGGH
# of Institutions
57Shares Held
10MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$107 Million6.28% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA659KShares$13.6 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC498KShares$10.3 Million0.0% of portfolio
-
Great Diamond Partners, LLC421KShares$8.67 Million1.9% of portfolio
-
Buck Wealth Strategies, LLC Denver, CO313KShares$6.46 Million1.03% of portfolio