Hbw Advisory Services LLC Simplify ETF Simplify Volatili Transaction History
Hbw Advisory Services LLC
- $622 Million
- Q3 2024
A detailed history of Hbw Advisory Services LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Hbw Advisory Services LLC holds 29,579 shares of SVOL stock, worth $632,103. This represents 0.1% of its overall portfolio holdings.
Number of Shares
29,579
Previous 33,277
11.11%
Holding current value
$632,103
Previous $747,000
13.12%
% of portfolio
0.1%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
-
Peak Financial Advisors LLC480KShares$10.2 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.48 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$6.9 Million0.53% of portfolio