Ae Wealth Management LLC Simplify Exchange Traded Fds S Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
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 1,017,452 shares of TYA stock, worth $12.9 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,017,452
Previous 802,557
26.78%
Holding current value
$12.9 Million
Previous $10.2 Million
26.77%
% of portfolio
0.12%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding TYA
# of Institutions
31Shares Held
6.23MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.84MShares$48.8 Million2.78% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA352KShares$4.47 Million3.81% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA263KShares$3.34 Million5.65% 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