True Wealth Design, LLC Simplify Exchange Traded Fds S Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, True Wealth Design, LLC holds 774,224 shares of TYA stock, worth $9.84 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
774,224
              Previous 745,093
              
        
           3.91%
        
      
          
        Holding current value
$9.84 Million
            Previous $10.1 Billion
            
        
           4.83%
        
      
          
        % of portfolio
3.22%
            Previous 3.54%
          
        Shares
	  2 transactions
	
  Others Institutions Holding TYA
# of Institutions
46Shares Held
5.05MCall Options Held
0Put Options Held
0- 
    
      Ae Wealth Management LLC1.7MShares$21.6 Million0.18% of portfolio
- 
    
      Heck Capital Advisors, LLC Rhinelander, WI349KShares$4.44 Million0.37% of portfolio
- 
    
      Lloyd Advisory Services, Llc. Suwanee, GA313KShares$3.98 Million4.66% of portfolio
- 
    
      Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio
- 
    
      Magnolia Private Wealth, LLC Philadelphia, PA219KShares$2.78 Million2.29% of portfolio