Integrated Wealth Concepts LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 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 13,066 shares of AGGH stock, worth $283,532. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,066
Previous 12,823
1.9%
Holding current value
$283,532
Previous $274,000
1.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
22Shares Held
6.86MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY4.9MShares$106 Million7.52% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ522KShares$11.3 Million0.03% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA419KShares$9.08 Million0.72% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH227KShares$4.93 Million1.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC202KShares$4.37 Million0.0% of portfolio