Worth Asset Management, LLC Simp Exch.Tra.Fds Simplify Agg Transaction History
Worth Asset Management, LLC
- $183 Million
- Q2 2025
A detailed history of Worth Asset Management, LLC transactions in Simp Exch.Tra.Fds Simplify Agg stock. As of the latest transaction made, Worth Asset Management, LLC holds 27,844 shares of AGGH stock, worth $573,586. This represents 0.31% of its overall portfolio holdings.
Number of Shares
27,844
Previous 36,912
24.57%
Holding current value
$573,586
Previous $777,000
26.13%
% of portfolio
0.31%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
57Shares Held
10MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$107 Million6.28% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA659KShares$13.6 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC498KShares$10.3 Million0.0% of portfolio
-
Great Diamond Partners, LLC421KShares$8.67 Million1.9% of portfolio
-
Buck Wealth Strategies, LLC Denver, CO313KShares$6.46 Million1.03% of portfolio