Ae Wealth Management LLC Simplify ETF Simplify Volatili Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Ae Wealth Management LLC holds 220,468 shares of SVOL stock, worth $4.71 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
220,468
Previous 142,383
54.84%
Holding current value
$4.71 Million
Previous $3.2 Million
51.42%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
-
Peak Financial Advisors LLC480KShares$10.2 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.48 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$6.9 Million0.53% of portfolio