Peak Financial Advisors LLC Simplify ETF Simplify Volatili Put Options Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SVOL

# of Institutions

83

Shares Held

5.04M

Call Options Held

15.7K

Put Options Held

163K

Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.48 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$6.9 Million
0.53% of portfolio
Parkside Investments, LLC

305K
Shares

$6.52 Million
1.03% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.