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

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

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 63,064 shares of AGGH stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
63,064
Previous 81,997 23.09%
Holding current value
$1.3 Million
Previous $1.73 Million 24.97%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$19.78 - $21.29 $374,494 - $403,083
-18,933 Reduced 23.09%
63,064 $1.3 Million
Q1 2025

May 05, 2025
BUY
$20.11 - $21.21 $1.22 Million - $1.29 Million
60,912 Added 288.89%
81,997 $1.73 Million
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
57
Shares Held
10M
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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