Envestnet Portfolio Solutions, Inc.
Position in AGGH — Simplify Aggregate Bond ETF
CIK 1998033
BERWYN, PA
All Filings in AGGH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,234,973 | 209,964 | Shares | Sole | 2026-09-23 | |
| 2026-03-31 | $3,888,844 | 191,098 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,672,055 | 177,394 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $228,335 | 10,796 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||