Retirement Planning Group Simplify ETF Simplify Volatili Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
A detailed history of Retirement Planning Group transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Retirement Planning Group holds 16,970 shares of SVOL stock, worth $358,406. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,970
Previous 18,160
6.55%
Holding current value
$358,406
Previous $398,000
11.56%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$18 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.3 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.76 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$7.08 Million0.52% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$7.06 Million4.99% of portfolio