Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History
Stapp Wealth Management, Pllc
- $43.7 Million
- Q1 2025
A detailed history of Stapp Wealth Management, Pllc transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 281,309 shares of TYA stock, worth $3.58 Million. This represents 8.19% of its overall portfolio holdings.
Number of Shares
281,309
Previous 262,741
7.07%
Holding current value
$3.58 Million
Previous $3.34 Million
7.07%
% of portfolio
8.19%
Previous 5.65%
Shares
11 transactions
Others Institutions Holding TYA
# of Institutions
36Shares Held
6.96MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.84MShares$48.8 Million2.78% of portfolio
-
Ae Wealth Management LLC1.02MShares$12.9 Million0.12% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA573KShares$7.28 Million6.64% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO254KShares$3.23 Million1.8% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT172KShares$2.19 Million0.66% of portfolio