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

Creative One Wealth, LLC

$3 Billion
Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Creative One Wealth, LLC holds 36,478 shares of AGGH stock, worth $761,295. This represents 0.03% of its overall portfolio holdings.

Number of Shares

36,478

Holding current value

$761,295

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$20.35 - $21.68 $742,327 - $790,843	36,478 New	36,478 $752,000

Others Institutions Holding AGGH

# of Institutions

Shares Held

8.8M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

5.19M
Shares

$108 Million
6.1% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.03M
Shares

$21.5 Million
0.05% of portfolio
Stadion Money Management, LLC Watkinsville, GA

699K
Shares

$14.6 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

455K
Shares

$9.5 Million
0.0% of portfolio
Park Edge Advisors, LLC Cleveland, OH

248K
Shares

$5.18 Million
1.68% of portfolio

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

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

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