KESTRA PRIVATE WEALTH SERVICES, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1649451
AUSTIN, TX
All Filings in AGGH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,016,636 | 99,982 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,817,845 | 89,329 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,393,855 | 67,336 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,332,481 | 64,340 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,301,640 | 63,064 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,734,236 | 81,997 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $434,983 | 21,085 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $403,523 | 18,587 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||