Stapp Wealth Management, Pllc Simplify Exchange Traded Fds S Transaction History
Stapp Wealth Management, Pllc
- $59.1 Million
- Q4 2024
A detailed history of Stapp Wealth Management, Pllc transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Stapp Wealth Management, Pllc holds 262,741 shares of TYA stock, worth $3.34 Million. This represents 5.65% of its overall portfolio holdings.
Number of Shares
262,741
Previous 246,193
6.72%
Holding current value
$3.34 Million
Previous $3.13 Million
6.71%
% of portfolio
5.65%
Previous 5.5%
Shares
10 transactions
Others Institutions Holding TYA
# of Institutions
31Shares Held
6.08MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.87MShares$49.1 Million2.62% of portfolio
-
Ae Wealth Management LLC803KShares$10.2 Million0.1% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA352KShares$4.47 Million3.81% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO238KShares$3.02 Million1.72% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT140KShares$1.78 Million0.48% of portfolio