Smart Wealth LLC Simplify Exchange Traded Fds S Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

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 14,750 shares of TYA stock, worth $187,472. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,750

Holding current value

$187,472

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	N/A	14,750 New	14,750 $181 Million

Others Institutions Holding TYA

# of Institutions

Shares Held

6.71M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

3.87M
Shares

$49.1 Million
2.62% of portfolio
Ae Wealth Management LLC

803K
Shares

$10.2 Million
0.1% of portfolio
Wj Interests, LLC Sugar Land, TX

636K
Shares

$8.08 Million
4.38% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

331K
Shares

$4.21 Million
3.8% of portfolio
Stapp Wealth Management, Pllc Olympia, WA

263K
Shares

$3.34 Million
5.65% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS S

Ticker TYA
Sector ETFs
Industry ETFs

More about TYA

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