Sfg Wealth Management, Llc. Simp Exch.Tra.Fds Simplify Agg Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$20.69 - $22.19 $1.56 Million - $1.67 Million	75,245 New	75,245 $1.63 Million

Others Institutions Holding AGGH

# of Institutions

32

Shares Held

8.07M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

5.19M
Shares

$108 Million
6.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

631K
Shares

$13.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

469K
Shares

$9.75 Million
0.0% of portfolio
Stadion Money Management, LLC Watkinsville, GA

457K
Shares

$9.5 Million
0.75% of portfolio
Park Edge Advisors, LLC Cleveland, OH

248K
Shares

$5.16 Million
1.68% of portfolio

About SIMP EXCH.TRA.FDS SIMPLIFY AGG

Ticker AGGH
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