Lee Financial Group Hawaii, Inc. Simplify ETF Simplify Volatili Transaction History
Lee Financial Group Hawaii, Inc.
- $128 Million
- Q1 2024
A detailed history of Lee Financial Group Hawaii, Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 25,473 shares of SVOL stock, worth $445,777. This represents 0.45% of its overall portfolio holdings.
Number of Shares
25,473
Previous 24,059
5.88%
Holding current value
$445,777
Previous $548,000
5.29%
% of portfolio
0.45%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
94Shares Held
5.14MCall Options Held
199KPut Options Held
118K-
Ae Wealth Management LLC965KShares$16.9 Million0.13% of portfolio
-
Beacon Capital Management, LLC604KShares$10.6 Million1.82% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT346KShares$6.05 Million1.84% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
-
Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio