Creative Planning Simplify ETF Simplify Volatili Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Creative Planning holds 17,276 shares of SVOL stock, worth $302,330. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,276
Previous 17,121
0.91%
Holding current value
$302,330
Previous $314,000
1.27%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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
-
Beacon Capital Management, LLC604KShares$10.6 Million1.82% 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