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 $567,460. This represents 0.31% of its overall portfolio holdings.
Number of Shares
27,844
Previous 36,912
24.57%
Holding current value
$567,460
Previous $777,000
26.13%
% of portfolio
0.31%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding AGGH
# of Institutions
52Shares Held
10.2MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY5.19MShares$106 Million4.46% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS830KShares$16.9 Million0.21% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA670KShares$13.7 Million1.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC442KShares$9.01 Million0.0% of portfolio
-
J Hagan Capital, Inc. Louisville, KY311KShares$6.33 Million5.21% of portfolio