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

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 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 28,731 shares of AGGH stock, worth $596,168. This represents 0.41% of its overall portfolio holdings.

Number of Shares
28,731
Previous 27,091 6.05%
Holding current value
$596,168
Previous $559,000 6.44%
% of portfolio
0.41%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$20.0 - $20.97 $32,800 - $34,390
1,640 Added 6.05%
28,731 $595,000
Q2 2025

Aug 06, 2025
SELL
$19.78 - $21.29 $47,412 - $51,032
-2,397 Reduced 8.13%
27,091 $559,000
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
69
Shares Held
10.5M
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 Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email