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

Balance Wealth, LLC

$154 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AGGH

# of Institutions

48

Shares Held

9.49M

Call Options Held

0

Put Options Held

0

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

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 Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.