Ae Wealth Management LLC Simplify Exchange Traded Fds S Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 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 1,588,484 shares of TYA stock, worth $20.2 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,588,484
Previous 1,017,452
56.12%
Holding current value
$20.2 Million
Previous $12.9 Million
56.13%
% of portfolio
0.19%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding TYA
# of Institutions
44Shares Held
8.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.95MShares$50.2 Million2.04% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA573KShares$7.28 Million6.64% of portfolio
-
Heck Capital Advisors, LLC Rhinelander, WI341KShares$4.33 Million0.51% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA281KShares$3.58 Million8.19% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO254KShares$3.23 Million1.8% of portfolio