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Balance Wealth, LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 2065247 DELAWARE, OH

All Filings in AGGH

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $467,944 23,200
2026-03-31 $475,823 23,382
2025-12-31 $680,098 32,855
2025-09-30 $671,066 32,403
2025-06-30 $652,058 31,592
2025-03-31 $467,584 22,108