Smart Wealth LLC Simplify Exchange Traded Fds S Transaction History
Smart Wealth LLC
- $265 Billion
- Q3 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 10,337 shares of TYA stock, worth $131,383. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,337
Previous 23,226
55.49%
Holding current value
$131,383
Previous $313 Million
55.1%
% of portfolio
0.05%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding TYA
# of Institutions
41Shares Held
3.71MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% of portfolio
-
Ae Wealth Management LLC681KShares$8.65 Million0.06% of portfolio
-
Heck Capital Advisors, LLC Rhinelander, WI349KShares$4.44 Million0.37% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA313KShares$3.98 Million4.66% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio