Legacy Wealth Managment, Llc/Id Simp Exch.Tra.Fds Simplify Agg Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 29,488 shares of AGGH stock, worth $589,170. This represents 0.51% of its overall portfolio holdings.

Number of Shares
29,488
Previous 38,171 22.75%
Holding current value
$589,170
Previous $787,000 20.84%
% of portfolio
0.51%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
$20.11 - $21.21 $174,615 - $184,166
-8,683 Reduced 22.75%
29,488 $623,000
Q4 2024

Feb 13, 2025
SELL
$20.35 - $21.68 $107,793 - $114,838
-5,297 Reduced 12.19%
38,171 $787,000
Q3 2024

Nov 15, 2024
BUY
$20.69 - $22.19 $899,352 - $964,554
43,468 New
43,468 $943,000

Others Institutions Holding AGGH

# of Institutions
52
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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