Napa Wealth Management Simp Exch.Tra.Fds Simplify Agg Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
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 65,148 shares of AGGH stock, worth $1.35 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
65,148Holding current value
$1.35 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding AGGH
# of Institutions
32Shares Held
8.07MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$108 Million6.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ631KShares$13.1 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC469KShares$9.72 Million0.0% of portfolio
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Stadion Money Management, LLC Watkinsville, GA457KShares$9.47 Million0.75% of portfolio
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Park Edge Advisors, LLC Cleveland, OH248KShares$5.14 Million1.68% of portfolio