Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History

Stapp Wealth Management, Pllc

$59.1 Million
Q4 2024

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 262,741 shares of TYA stock, worth $3.34 Million. This represents 5.65% of its overall portfolio holdings.

Number of Shares

262,741

Previous 246,193 6.72%

Holding current value

$3.34 Million

Previous $3.13 Million 6.71%

% of portfolio

5.65%

Previous 5.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	16,548 Added 6.72%	262,741 $3.34 Million
Q3 2024 Oct 21, 2024	BUY	$12.71 - $12.71 $12,773 - $12,773	1,005 Added 0.41%	246,193 $3.13 Million
Q2 2024 Jul 17, 2024	BUY	$12.14 - $13.33 $249,792 - $274,278	20,576 Added 9.16%	245,188 $3.18 Million
Q1 2024 Apr 18, 2024	BUY	$13.02 - $14.26 $180,691 - $197,900	13,878 Added 6.59%	224,612 $3 Million
Q4 2023 Jan 23, 2024	BUY	$11.82 - $14.41 $110,386 - $134,574	9,339 Added 4.64%	210,734 $2.99 Million
Q3 2023 Nov 14, 2023	BUY	$12.58 - $15.07 $13,120 - $15,718	1,043 Added 0.52%	201,395 $2.56 Million
Q2 2023 Jul 25, 2023	BUY	$14.69 - $16.92 $66,251 - $76,309	4,510 Added 2.3%	200,352 $2.95 Million
Q1 2023 Apr 21, 2023	BUY	$14.26 - $16.87 $2.59 Million - $3.07 Million	181,892 Added 1303.89%	195,842 $3.19 Million
Q4 2022 Jan 19, 2023	SELL	$14.35 - $16.48 $2,296 - $2,636	-160 Reduced 1.13%	13,950 $211,000
Q3 2022 Nov 14, 2022	BUY	N/A	14,110 New	14,110 $215,000

Others Institutions Holding TYA

# of Institutions

Shares Held

6.27M

Call Options Held

Put Options Held

View Full List

About SIMPLIFY EXCHANGE TRADED FDS S

Ticker TYA
Sector ETFs
Industry ETFs

More about TYA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stapp Wealth Management, Pllc, based on Form 13F filings with the SEC.

News

Stay updated on Stapp Wealth Management, Pllc with notifications on news.

Account

Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History