Napa Wealth Management Simp Exch.Tra.Fds Simplify Agg Transaction History

Napa Wealth Management

  • $209 Billion
  • Q2 2025

A detailed history of Napa Wealth Management transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Napa Wealth Management holds 10,137 shares of AGGH stock, worth $208,822. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,137
Previous 36,022 71.86%
Holding current value
$208,822
Previous $762 Million 72.54%
% of portfolio
0.1%
Previous 0.43%

Shares

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

Aug 14, 2025
SELL
$19.78 - $21.29 $512,005 - $551,091
-25,885 Reduced 71.86%
10,137 $209 Million
Q1 2025

May 14, 2025
SELL
$20.11 - $21.21 $215,941 - $227,752
-10,738 Reduced 22.96%
36,022 $762 Million
Q4 2024

Feb 14, 2025
SELL
$20.35 - $21.68 $374,195 - $398,651
-18,388 Reduced 28.22%
46,760 $965 Million
Q3 2024

Nov 07, 2024
BUY
$20.69 - $22.19 $1.35 Million - $1.45 Million
65,148 New
65,148 $1.41 Billion

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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