Tcfg Wealth Management, LLC Simplify Exchange Traded Fds S Transaction History

Tcfg Wealth Management, LLC

$221 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$12.71 - $12.71 $207,173 - $207,173	16,300 New	16,300 $234 Million

Others Institutions Holding TYA

# of Institutions

46

Shares Held

5.05M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

1.7M
Shares

$21.6 Million
0.18% of portfolio
True Wealth Design, LLC Akron, OH

774K
Shares

$9.84 Million
3.22% of portfolio
Heck Capital Advisors, LLC Rhinelander, WI

349K
Shares

$4.44 Million
0.37% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

313K
Shares

$3.98 Million
4.66% of portfolio
Stapp Wealth Management, Pllc Olympia, WA

284K
Shares

$3.61 Million
8.36% of portfolio

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Ticker TYA
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