Magnolia Private Wealth, LLC Simplify Exchange Traded Fds S Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 218,744 shares of TYA stock, worth $2.78 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
218,744
Previous 97,283
124.85%
Holding current value
$2.78 Million
Previous $370 Million
697.95%
% of portfolio
2.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding TYA
# of Institutions
44Shares Held
8.4MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.02MShares$38.4 Million2.25% of portfolio
-
Ae Wealth Management LLC1.7MShares$21.6 Million0.18% 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