Purchases and Sales Made in Q2 2024 in Simp Exch.Tra.Fds Simplify Agg (AGGH)
This table provides information about the institutional ownership of Simp Exch.Tra.Fds Simplify Agg (AGGH) during Q2 2024. The information is specifically focused on institutions that hold shares of SIMP EXCH.TRA.FDS SIMPLIFY AGG.
| 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
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
155KNew |
$3.16M - $3.32M
|
155K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
67.1K+ 41.91% |
$1.37M - $1.44M
|
227K
$4.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
64.1KNew |
$1.31M - $1.38M
|
64.1K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19K+ 22.84% |
$388K - $408K
|
102K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$332K - $349K
|
16.2K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4KNew |
$254K - $267K
|
12.4K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.17K+ 14.18% |
$106K - $111K
|
41.6K
$854K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.47KNew |
$70.8K - $74.4K
|
3.47K
$71.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 9.2% |
$66K - $69.4K
|
38.4K
$788K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.04K+ 3.69% |
$21.3K - $22.4K
|
29.3K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
243+ 1.9% |
$4.96K - $5.22K
|
13.1K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$286 - $301
|
10.4K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$20.4 - $21.5
|
2
$41
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$20.4 - $21.5
|
2
$41
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-262- 2.18% |
$5.35K - $5.63K
|
11.7K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.32K- 18.72% |
$47.4K - $49.8K
|
10.1K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.13K- 6.56% |
$105K - $110K
|
73.1K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 57.64% |
$450K - $473K
|
16.2K
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.8K- 10.58% |
$487K - $512K
|
202K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-68.9K- 14.13% |
$1.41M - $1.48M
|
419K
$8.59M
|