Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History
Stapp Wealth Management, Pllc
- $38.8 Million
- Q2 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 279,978 shares of TYA stock, worth $3.56 Million. This represents 9.18% of its overall portfolio holdings.
Number of Shares
279,978
Previous 281,309
0.47%
Holding current value
$3.56 Million
Previous $3.58 Million
0.48%
% of portfolio
9.18%
Previous 8.19%
Shares
12 transactions
Others Institutions Holding TYA
# of Institutions
48Shares Held
8.38MCall 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