Ae Wealth Management LLC Simplify Exchange Traded Fds S Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,698,863 shares of TYA stock, worth $21.6 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,698,863
Previous 1,588,484
6.95%
Holding current value
$21.6 Million
Previous $20.2 Million
6.95%
% of portfolio
0.18%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding TYA
# of Institutions
44Shares Held
9.26MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.95MShares$50.2 Million2.04% of portfolio
-
True Wealth Design, LLC Akron, OH745KShares$9.47 Million3.54% 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