Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Peak Financial Advisors LLC holds 479,555 shares of SVOL stock, worth $10.2 Million. This represents 6.63% of its overall portfolio holdings.
Number of Shares
479,555
Previous 438,913
9.26%
Holding current value
$10.2 Million
Previous $9.86 Million
6.84%
% of portfolio
6.63%
Previous 7.12%
Shares
5 transactions
Others Institutions Holding SVOL
# of Institutions
76Shares Held
4.34MCall Options Held
5KPut Options Held
5.7K-
Resources Investment Advisors, Llc. Overland Park, KS784KShares$16.6 Million0.23% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.41 Million0.01% of portfolio
-
Parkside Investments, LLC305KShares$6.46 Million1.03% of portfolio
-
Cumberland Partners LTD Toronto, A6301KShares$6.38 Million0.54% of portfolio
-
Jane Street Group, LLC New York, NY210KShares$4.45 Million0.01% of portfolio