Legacy Investment Solutions, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 27,091 shares of AGGH stock, worth $562,138. This represents 0.46% of its overall portfolio holdings.
Number of Shares
27,091
Previous 38,171
29.03%
Holding current value
$562,138
Previous $787,000
28.97%
% of portfolio
0.46%
Previous 0.56%
Shares
3 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