Integrated Wealth Concepts LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,565 shares of AGGH stock, worth $306,884. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,565
Previous 14,790 1.52%
Holding current value
$306,884
Previous $321,000 6.54%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$20.35 - $21.68 $4,578 - $4,878
-225 Reduced 1.52%
14,565 $300,000
Q3 2024

Nov 14, 2024
BUY
$20.69 - $22.19 $35,669 - $38,255
1,724 Added 13.19%
14,790 $321,000
Q2 2024

Aug 14, 2024
BUY
$20.42 - $21.47 $4,962 - $5,217
243 Added 1.9%
13,066 $271,000
Q1 2024

May 15, 2024
BUY
$21.31 - $22.08 $273,258 - $283,131
12,823 New
12,823 $274,000

Others Institutions Holding AGGH

# of Institutions
39
Shares Held
8.77M
Call Options Held
0
Put Options Held
0
View Full List

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

AGGH Quotes by TradingView
  • Ticker AGGH
  • Sector ETFs
  • Industry ETFs
More about AGGH
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