Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History
Stapp Wealth Management, Pllc
- $43.1 Million
- Q3 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 283,805 shares of TYA stock, worth $3.61 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
283,805
Previous 279,978
1.37%
Holding current value
$3.61 Million
Previous $3.56 Million
1.38%
% of portfolio
8.36%
Previous 9.18%
Shares
13 transactions
Others Institutions Holding TYA
# of Institutions
48Shares Held
5.43MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.7MShares$21.6 Million0.18% of portfolio
-
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
-
Magnolia Private Wealth, LLC Philadelphia, PA219KShares$2.78 Million2.29% of portfolio