Magnolia Private Wealth, LLC Simplify Exchange Traded Fds S Transaction History
Magnolia Private Wealth, LLC
- $136 Billion
- Q3 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 265,909 shares of TYA stock, worth $3.38 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
265,909
Previous 218,744
21.56%
Holding current value
$3.38 Million
Previous $2.95 Billion
9.18%
% of portfolio
2.36%
Previous 2.29%
Shares
3 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
-
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