Atlas Financial Advisors, Inc. Simplify ETF Simplify Volatili Transaction History
Atlas Financial Advisors, Inc.
- $60.6 Million
- Q3 2024
A detailed history of Atlas Financial Advisors, Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 22,807 shares of SVOL stock, worth $473,701. This represents 0.83% of its overall portfolio holdings.
Number of Shares
22,807
Previous 20,679
10.29%
Holding current value
$473,701
Previous $464,000
7.76%
% of portfolio
0.83%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$17.7 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.1 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.61 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.96 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.95 Million4.99% of portfolio