Private Client Services, LLC Simplify Exchange Traded Fds S Transaction History
Private Client Services, LLC
- $320 Billion
- Q4 2025
A detailed history of Private Client Services, LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Private Client Services, LLC holds 77,673 shares of TYA stock, worth $987,223. This represents 0.33% of its overall portfolio holdings.
Number of Shares
77,673
Previous 77,138
0.69%
Holding current value
$987,223
Previous $1.05 Billion
0.12%
% of portfolio
0.33%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding TYA
# of Institutions
41Shares Held
3.76MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH826KShares$10.5 Million3.27% of portfolio
-
Ae Wealth Management LLC681KShares$8.65 Million0.06% 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