Smart Wealth LLC Simplify Exchange Traded Fds S Transaction History
Smart Wealth LLC
- $319 Billion
- Q2 2025
A detailed history of Smart Wealth LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Smart Wealth LLC holds 23,226 shares of TYA stock, worth $295,202. This represents 0.1% of its overall portfolio holdings.
Number of Shares
23,226
Previous 21,480
8.13%
Holding current value
$295,202
Previous $284 Million
10.25%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding TYA
# of Institutions
47Shares Held
5.43MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.7MShares$21.6 Million0.18% of portfolio
-
True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA637KShares$8.09 Million7.81% of portfolio
-
Heck Capital Advisors, LLC Rhinelander, WI348KShares$4.42 Million0.4% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA280KShares$3.56 Million9.18% of portfolio