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WealthPLAN Partners, LLC

Position in AGGH — Simplify Aggregate Bond ETF

CIK 1639943 OMAHA, NE

Position in AGGH

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$537,748
+$76,221 QoQ
Shares Held
26,425
+18.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AGGH Over Time

Shares Held

Position Value (USD)

All Filings in AGGH

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $537,748 26,425
2025-12-31 $461,527 22,296