Latest Institutional Purchases of Simp Exch.Tra.Fds Simplify Agg (AGGH)
This list provides information on the latest institutional transactions involving Simp Exch.Tra.Fds Simplify Agg (AGGH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
521K+ 50522.0% |
$10.6M - $11.2M
|
522K
$11.3M
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
155KNew |
$3.16M - $3.32M
|
155K
$3.36M
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
67.1K+ 41.91% |
$1.37M - $1.44M
|
227K
$4.93M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
64.1KNew |
$1.31M - $1.38M
|
64.1K
$1.39M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19K+ 22.84% |
$388K - $408K
|
102K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$332K - $349K
|
16.2K
$352K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4KNew |
$254K - $267K
|
12.4K
$270K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.17K+ 14.18% |
$106K - $111K
|
41.6K
$904K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.47KNew |
$70.8K - $74.4K
|
3.47K
$75.2K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 9.2% |
$66K - $69.4K
|
38.4K
$833K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.04K+ 3.69% |
$21.3K - $22.4K
|
29.3K
$637K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
243+ 1.9% |
$4.96K - $5.22K
|
13.1K
$284K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$286 - $301
|
10.4K
$226K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
305K+ 962.53% |
$6.49M - $6.72M
|
336K
$7.3M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
102KNew |
$2.17M - $2.25M
|
102K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.4K+ 272.09% |
$2.03M - $2.11M
|
131K
$2.83M
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
70New |
$1.52K - $1.61K
|
70
$1.52K
|