True Wealth Design, LLC Simplify Exchange Traded Fds S Transaction History

True Wealth Design, LLC

$284 Billion
Q2 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 745,093 shares of TYA stock, worth $9.47 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

745,093

Holding current value

$9.47 Million

% of portfolio

3.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	N/A	745,093 New	745,093 $10.1 Billion

Others Institutions Holding TYA

# of Institutions

Shares Held

9.26M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

3.95M
Shares

$50.2 Million
2.04% of portfolio
Ae Wealth Management LLC

1.7M
Shares

$21.6 Million
0.18% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

637K
Shares

$8.09 Million
7.81% of portfolio
Heck Capital Advisors, LLC Rhinelander, WI

348K
Shares

$4.42 Million
0.4% of portfolio
Stapp Wealth Management, Pllc Olympia, WA

280K
Shares

$3.56 Million
9.18% of portfolio

View Full List

About SIMPLIFY EXCHANGE TRADED FDS S

Ticker TYA
Sector ETFs
Industry ETFs

More about TYA

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True Wealth Design, LLC Simplify Exchange Traded Fds S Transaction History