Diversify Advisory Services, LLC Simplify ETF Simplify Volatili Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 99,661 shares of SVOL stock, worth $2.16 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
99,661
Previous 81,530
22.24%
Holding current value
$2.16 Million
Previous $1.77 Billion
14.09%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
88Shares Held
5.23MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.6 Million6.48% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.5 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.5 Million7.47% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.59 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$7 Million0.53% of portfolio