Straight Path Wealth Management Simplify Exchange Traded Fds S Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Straight Path Wealth Management holds 12,269 shares of TYA stock, worth $155,938. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,269
Previous 11,769
4.25%
Holding current value
$155,938
Previous $149,000
4.03%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding TYA
# of Institutions
47Shares Held
8.35MCall 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