Summit Trail Advisors, LLC's ownership history for AGG


Summit Trail Advisors, LLC currently holds 533.9K shares with a market value of $53.0M. It started holding AGG on 2024-09-30. At its peak, it held 1.7M shares on 2024-09-30. Its highest holding value was $169.5M on 2024-09-30. At its lowest, it held 397.5K shares on 2025-06-30, with a value of $39.4M on 2025-06-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 99.8K. In the recent year, Summit Trail Advisors, LLC has decreased its shares by 1.1M.


Summit Trail Advisors, LLC's ownership history for AGG