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
47Shares Held
5.4MCall Options Held
0Put Options Held
0-
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, WI349KShares$4.44 Million0.37% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio
-
Magnolia Private Wealth, LLC Philadelphia, PA219KShares$2.78 Million2.29% of portfolio