Iron Horse Wealth Management, LLC Simplify ETF Simplify Volatili Transaction History
Iron Horse Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Iron Horse Wealth Management, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 200 shares of SVOL stock, worth $4,246. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 2,200
90.91%
Holding current value
$4,246
Previous $48,000
91.67%
% of portfolio
0.0%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
89Shares Held
5.6MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.3 Million6.48% of portfolio
-
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
-
Beacon Capital Management, LLC415KShares$8.8 Million1.38% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.43 Million0.01% of portfolio