Beacon Capital Management, LLC Simplify ETF Simplify Volatili Transaction History
Beacon Capital Management, LLC
- $599 Million
- Q3 2025
A detailed history of Beacon Capital Management, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Beacon Capital Management, LLC holds 604,270 shares of SVOL stock, worth $10.6 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
604,270
Previous 1,174,210
48.54%
Holding current value
$10.6 Million
Previous $21.6 Million
49.63%
% of portfolio
1.82%
Previous 3.43%
Shares
4 transactions
Others Institutions Holding SVOL
# of Institutions
95Shares Held
5.14MCall Options Held
199KPut Options Held
118K-
Ae Wealth Management LLC965KShares$16.9 Million0.13% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT346KShares$6.05 Million1.84% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
-
Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio
-
Owen La Rue, LLC Elizabethtown, KY171KShares$3 Million1.46% of portfolio