Envestnet Asset Management Inc Simp Exch.Tra.Fds Simplify Agg Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Envestnet Asset Management Inc holds 129,321 shares of AGGH stock, worth $2.68 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
129,321
Previous 194,107
33.38%
Holding current value
$2.68 Million
Previous $4.01 Million
33.15%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding AGGH
# of Institutions
69Shares Held
10.5MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.72MShares$77.2 Million4.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ942KShares$19.5 Million0.03% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA627KShares$13 Million1.04% of portfolio
-
Ae Wealth Management LLC489KShares$10.1 Million0.08% of portfolio
-
Great Diamond Partners, LLC461KShares$9.57 Million1.95% of portfolio