Cambridge Advisors Inc. Simplify ETF Simplify Volatili Transaction History
Cambridge Advisors Inc.
- $433 Million
- Q4 2024
A detailed history of Cambridge Advisors Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Cambridge Advisors Inc. holds 46,250 shares of SVOL stock, worth $960,612. This represents 0.22% of its overall portfolio holdings.
Number of Shares
46,250
Previous 37,545
23.19%
Holding current value
$960,612
Previous $824,000
16.63%
% of portfolio
0.22%
Previous 0.18%
Shares
14 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 Investment Solutions, LLC Meridian, ID335KShares$6.95 Million4.99% of portfolio