Balance Wealth, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Balance Wealth, LLC holds 22,108 shares of AGGH stock, worth $451,445. This represents 0.3% of its overall portfolio holdings.

Number of Shares

22,108

Holding current value

$451,445

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$20.11 - $21.21 $444,591 - $468,910	22,108 New	22,108 $468 Million

Others Institutions Holding AGGH

# of Institutions

Shares Held

9.49M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

5.19M
Shares

$106 Million
6.1% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.03M
Shares

$21.1 Million
0.05% of portfolio
Stadion Money Management, LLC Watkinsville, GA

699K
Shares

$14.3 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

455K
Shares

$9.3 Million
0.0% of portfolio
Buck Wealth Strategies, LLC Denver, CO

296K
Shares

$6.05 Million
1.18% of portfolio

View Full List

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

Ticker AGGH
Sector ETFs
Industry ETFs

More about AGGH

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