Legacy Wealth Managment, LLC/ID
Position in AGGH — Simplify Aggregate Bond ETF
CIK 2045082
BOISE, ID
All Filings in AGGH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,182 | 26,692 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $487,049 | 23,529 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $595,018 | 28,731 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $559,157 | 27,091 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $623,671 | 29,488 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $787,467 | 38,171 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $943,690 | 43,468 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||