Cumberland Partners LTD Simplify ETF Simplify Volatili Transaction History
Cumberland Partners LTD
- $1.33 Billion
- Q4 2024
A detailed history of Cumberland Partners LTD transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Cumberland Partners LTD holds 335,148 shares of SVOL stock, worth $5.22 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
335,148
Previous 322,944
3.78%
Holding current value
$5.22 Million
Previous $7.09 Million
1.75%
% of portfolio
0.52%
Previous 0.53%
Shares
13 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.96MCall Options Held
11.5KPut Options Held
105K-
Beacon Capital Management, LLC873KShares$13.6 Million2.6% of portfolio
-
Ae Wealth Management LLC850KShares$13.3 Million0.17% of portfolio
-
Peak Financial Advisors LLC502KShares$7.83 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$5.98 Million1.05% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$5.21 Million4.99% of portfolio