Latest Institutional Transactions on Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 6.08% |
$19.8K - $21.3K
|
17.5K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
15.8K+ 98.43% |
$313K - $337K
|
31.9K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34.5KNew |
$683K - $735K
|
34.5K
$704K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
111K+ 66.88% |
$2.2M - $2.37M
|
278K
$5.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.07K- 24.57% |
$179K - $193K
|
27.8K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.01K+ 13.48% |
$39.7K - $42.8K
|
16.9K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-8.77K- 14.23% |
$173K - $187K
|
52.9K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
46.1K+ 32.99% |
$911K - $981K
|
186K
$3.78M
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.1K- 16.63% |
$103K - $108K
|
25.6K
$521K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-8.68K- 22.75% |
$175K - $184K
|
29.5K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.4K- 38.55% |
$752K - $793K
|
59.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.8K+ 84.43% |
$297K - $313K
|
32.3K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.94KNew |
$39K - $41.2K
|
1.94K
$39.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
217+ 0.47% |
$4.36K - $4.6K
|
46.8K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12KNew |
$241K - $254K
|
12K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-28.6K- 4.09% |
$575K - $607K
|
670K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.7K- 22.96% |
$216K - $228K
|
36K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 18.73% |
$137K - $145K
|
43.3K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 2.5% |
$23K - $24.2K
|
46.9K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
830KNew |
$16.7M - $17.6M
|
830K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 49.31% |
$82.6K - $87.1K
|
4.22K
$86K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
141KNew |
$2.84M - $3M
|
141K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-7.83K- 14.5% |
$157K - $166K
|
46.2K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.51K- 11.08% |
$131K - $138K
|
52.2K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18.2KNew |
$366K - $386K
|
18.2K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$217K - $229K
|
10.8K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.3K- 2.91% |
$267K - $282K
|
442K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.51K+ 8.16% |
$191K - $202K
|
126K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
43.5K+ 238.04% |
$875K - $923K
|
61.8K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60.9K+ 288.89% |
$1.22M - $1.29M
|
82K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.7K- 13.27% |
$236K - $249K
|
76.7K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-496- 0.46% |
$9.97K - $10.5K
|
106K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
769New |
$15.5K - $16.3K
|
769
$15.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
773+ 1.69% |
$15.5K - $16.4K
|
46.6K
$950K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
311KNew |
$6.25M - $6.59M
|
311K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5KNew |
$613K - $647K
|
30.5K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
22.1KNew |
$445K - $469K
|
22.1K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1K+ 20.22% |
$203K - $214K
|
60K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
296KNew |
$5.96M - $6.28M
|
296K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.8KNew |
$217K - $229K
|
10.8K
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
105KNew |
$2.12M - $2.23M
|
105K
$2.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.53K+ 16.92% |
$70.9K - $74.8K
|
24.4K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61.2KNew |
$1.23M - $1.3M
|
61.2K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.5K+ 8.02% |
$70.3K - $74.2K
|
47.1K
$960K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$87.5K - $92.2K
|
4.35K
$88.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12KNew |
$242K - $256K
|
12K
$246K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
764K+ 280.98% |
$15.6M - $16.6M
|
1.04M
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
530New |
$10.8K - $11.5K
|
530
$10.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-225- 1.52% |
$4.58K - $4.88K
|
14.6K
$297K
|
|