Straight Path Wealth Management Simplify Exchange Traded Fds S Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Straight Path Wealth Management holds 12,269 shares of TYA stock, worth $155,938. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,269
Previous 12,269
-0.0%
Holding current value
$155,938
Previous $155,000
-0.0%
% of portfolio
0.04%
Previous 0.06%
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