Kestra Private Wealth Services, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 21,085 shares of AGGH stock, worth $434,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,085
Previous 18,587 13.44%
Holding current value
$434,140
Previous $403,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$20.35 - $21.68 $50,834 - $54,156
2,498 Added 13.44%
21,085 $434,000
Q3 2024

Nov 13, 2024
BUY
$20.69 - $22.19 $384,565 - $412,445
18,587 New
18,587 $403,000

Others Institutions Holding AGGH

# of Institutions
33
Shares Held
8.45M
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email