Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History

Stapp Wealth Management, Pllc

$59.1 Million
Q4 2024

A detailed history of Stapp Wealth Management, Pllc transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 262,741 shares of TYA stock, worth $3.34 Million. This represents 5.65% of its overall portfolio holdings.

Number of Shares

262,741

Previous 246,193 6.72%

Holding current value

$3.34 Million

Previous $3.13 Million 6.71%

% of portfolio

5.65%

Previous 5.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	16,548 Added 6.72%	262,741 $3.34 Million
Q3 2024 Oct 21, 2024	BUY	$12.71 - $12.71 $12,773 - $12,773	1,005 Added 0.41%	246,193 $3.13 Million
Q2 2024 Jul 17, 2024	BUY	$12.14 - $13.33 $249,792 - $274,278	20,576 Added 9.16%	245,188 $3.18 Million
Q1 2024 Apr 18, 2024	BUY	$13.02 - $14.26 $180,691 - $197,900	13,878 Added 6.59%	224,612 $3 Million
Q4 2023 Jan 23, 2024	BUY	$11.82 - $14.41 $110,386 - $134,574	9,339 Added 4.64%	210,734 $2.99 Million
Q3 2023 Nov 14, 2023	BUY	$12.58 - $15.07 $13,120 - $15,718	1,043 Added 0.52%	201,395 $2.56 Million
Q2 2023 Jul 25, 2023	BUY	$14.69 - $16.92 $66,251 - $76,309	4,510 Added 2.3%	200,352 $2.95 Million
Q1 2023 Apr 21, 2023	BUY	$14.26 - $16.87 $2.59 Million - $3.07 Million	181,892 Added 1303.89%	195,842 $3.19 Million
Q4 2022 Jan 19, 2023	SELL	$14.35 - $16.48 $2,296 - $2,636	-160 Reduced 1.13%	13,950 $211,000
Q3 2022 Nov 14, 2022	BUY	N/A	14,110 New	14,110 $215,000

Others Institutions Holding TYA

# of Institutions

Shares Held

6.65M

Call Options Held

Put Options Held

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About SIMPLIFY EXCHANGE TRADED FDS S

Ticker TYA
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Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History