Partnership Wealth Management, LLC Simplify ETF Simplify Volatili Transaction History
Partnership Wealth Management, LLC
- $118 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
101Shares Held
6.52MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$13.3 Million0.17% of portfolio
-
Peak Financial Advisors LLC502KShares$7.83 Million5.88% of portfolio
-
Beacon Capital Management, LLC415KShares$6.46 Million1.38% of portfolio
-
Parkside Investments, LLC383KShares$5.98 Million1.05% of portfolio
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Cumberland Partners LTD Toronto, A6335KShares$5.22 Million0.52% of portfolio