Straight Path Wealth Management Simplify Exchange Traded Fds S Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 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 11,769 shares of TYA stock, worth $149,583. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,769
Previous 10,800
8.97%
Holding current value
$149,583
Previous $137,000
8.76%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding TYA
# of Institutions
44Shares Held
8.3MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.95MShares$50.2 Million2.04% of portfolio
-
Ae Wealth Management LLC1.59MShares$20.2 Million0.19% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA573KShares$7.28 Million6.64% of portfolio
-
Heck Capital Advisors, LLC Rhinelander, WI341KShares$4.33 Million0.51% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA281KShares$3.58 Million8.19% of portfolio