EVOLUTION WEALTH MANAGEMENT INC.
Position in AGGH — Simplify Aggregate Bond ETF
CIK 2010029
FORT MYERS, FL
All Filings in AGGH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,298,198 | 163,520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,770,123 | 136,124 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,800,651 | 86,988 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,117,925 | 53,980 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $288,485 | 13,977 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||