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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.67KNew |
$54.3K - $57.9K
|
2.67K
$54.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-5.3K- 12.19% |
$108K - $115K
|
38.2K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
35.3KNew |
$717K - $764K
|
35.3K
$718K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.55K+ 19.74% |
$92.7K - $98.7K
|
27.6K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$47.8K - $50.9K
|
2.35K
$47.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
27KNew |
$549K - $585K
|
27K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-78.7K- 75.94% |
$1.6M - $1.71M
|
24.9K
$508K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 50.0% |
$20.7 - $22.2
|
3
$61.1
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.5KNew |
$507K - $544K
|
24.5K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
100KNew |
$2.08M - $2.23M
|
100K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
297K+ 6.06% |
$6.13M - $6.58M
|
5.19M
$106M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
75.2KNew |
$1.56M - $1.67M
|
75.2K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.8K+ 2073.13% |
$1.49M - $1.59M
|
75.3K
$1.53M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 57.64% |
$450K - $473K
|
16.2K
$330K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
305K+ 962.53% |
$6.49M - $6.72M
|
336K
$6.85M
|
|