Ae Wealth Management LLC Simplify Exchange Traded Fds S Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Ae Wealth Management LLC holds 680,858 shares of TYA stock, worth $8.65 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
680,858
Previous 1,698,863
59.92%
Holding current value
$8.65 Million
Previous $21.6 Million
59.92%
% of portfolio
0.06%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding TYA
# of Institutions
41Shares Held
3.71MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% 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, PA266KShares$3.38 Million2.36% of portfolio