CreativeOne Wealth, LLC
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1739728
OVERLAND PARK, KS
All Filings in AGGH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,239,696 | 111,041 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,356,123 | 66,640 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,536,539 | 74,229 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,073,608 | 100,126 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,066,633 | 51,678 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $916,048 | 43,312 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $752,541 | 36,478 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||