Legacy Wealth Managment, Llc/Id Simplify ETF Simplify Volatili Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 483,144 shares of SVOL stock, worth $10.3 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
483,144Holding current value
$10.3 Million% of portfolio
7.47%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
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
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Cumberland Partners LTD Toronto, A6323KShares$6.9 Million0.53% of portfolio
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Parkside Investments, LLC305KShares$6.52 Million1.03% of portfolio