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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.24M+ 11236.1% |
$24.6M - $26.5M
|
1.26M
$26.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
14KNew |
$276K - $298K
|
14K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11.3K- 1.69% |
$224K - $241K
|
659K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.3K- 73.3% |
$678K - $730K
|
12.5K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42.3KNew |
$837K - $901K
|
42.3K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.16K- 22.18% |
$142K - $152K
|
25.1K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.13K+ 109.79% |
$42.2K - $45.4K
|
4.07K
$85K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-25.9K- 71.86% |
$512K - $551K
|
10.1K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
421KNew |
$8.32M - $8.96M
|
421K
$8.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9.48K+ 42.9% |
$188K - $202K
|
31.6K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.65KNew |
$32.7K - $35.2K
|
1.65K
$34.5K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
24.4KNew |
$482K - $519K
|
24.4K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.4K- 9.33% |
$87K - $93.6K
|
42.7K
$892K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.37K+ 19.32% |
$165K - $178K
|
51.7K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.6K+ 12.57% |
$1.1M - $1.18M
|
498K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
326+ 0.69% |
$6.45K - $6.94K
|
47.3K
$987K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 30.22% |
$25.2K - $27.2K
|
5.5K
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87.9K+ 352.43% |
$1.74M - $1.87M
|
113K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
351+ 1.93% |
$6.94K - $7.47K
|
18.5K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17.1KNew |
$339K - $365K
|
17.1K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.6KNew |
$784K - $844K
|
39.6K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 9.92% |
$247K - $266K
|
139K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-16.5K- 35.47% |
$327K - $352K
|
30.1K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.96K- 6.46% |
$98K - $105K
|
71.8K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.93K+ 6.42% |
$77.7K - $83.6K
|
65.1K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 23.09% |
$374K - $403K
|
63.1K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.1K+ 14.19% |
$397K - $427K
|
161K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
138K+ 223.63% |
$2.73M - $2.94M
|
200K
$4.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2.4K- 8.13% |
$47.4K - $51K
|
27.1K
$566K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-11.1K- 29.03% |
$219K - $236K
|
27.1K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
30.9K+ 29.32% |
$610K - $657K
|
136K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
30.6K+ 125.52% |
$605K - $651K
|
55K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.3K+ 5.83% |
$342K - $368K
|
313K
$6.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.6KNew |
$764K - $822K
|
38.6K
$806K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 536.65% |
$3.24M - $3.48M
|
194K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.02K- 13.36% |
$159K - $171K
|
52K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
97.6KNew |
$1.93M - $2.08M
|
97.6K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 12.54% |
$26.8K - $28.8K
|
12.2K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-813K- 97.93% |
$16.1M - $17.3M
|
17.2K
$359K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15KNew |
$297K - $320K
|
15K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-6.67K- 14.44% |
$132K - $142K
|
39.5K
$825K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
182New |
$3.6K - $3.87K
|
182
$3.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 6.08% |
$19.8K - $21.3K
|
17.5K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
15.8K+ 98.43% |
$313K - $337K
|
31.9K
$666K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34.5KNew |
$683K - $735K
|
34.5K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
111K+ 66.88% |
$2.2M - $2.37M
|
278K
$5.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-9.07K- 24.57% |
$179K - $193K
|
27.8K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
2.01K+ 13.48% |
$39.7K - $42.8K
|
16.9K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-8.77K- 14.23% |
$173K - $187K
|
52.9K
$1.1M
|