Fsa Wealth Management LLC Simplify ETF Simplify Volatili Transaction History
Fsa Wealth Management LLC
- $246 Million
- Q4 2024
A detailed history of Fsa Wealth Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Fsa Wealth Management LLC holds 1,500 shares of SVOL stock, worth $27,105. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,000
50.0%
Holding current value
$27,105
Previous $21,000
47.62%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$15.4 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$8.8 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$7.49 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.06 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.04 Million4.99% of portfolio