Legacy Wealth Managment, Llc/Id Simp Exch.Tra.Fds Simplify Agg Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
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 38,171 shares of AGGH stock, worth $779,451. This represents 0.56% of its overall portfolio holdings.
Number of Shares
38,171
Previous 43,468
12.19%
Holding current value
$779,451
Previous $943,000
16.54%
% of portfolio
0.56%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
48Shares Held
9.49MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$106 Million6.1% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.03MShares$21.1 Million0.05% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA699KShares$14.3 Million1.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC455KShares$9.3 Million0.0% of portfolio
-
Buck Wealth Strategies, LLC Denver, CO296KShares$6.05 Million1.18% of portfolio