Retirement Planning Group Simplify ETF Simplify Volatili Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 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 18,160 shares of SVOL stock, worth $388,079. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,160
Previous 19,424
6.51%
Holding current value
$388,079
Previous $436,000
8.72%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
-
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
-
Cumberland Partners LTD Toronto, A6323KShares$6.9 Million0.53% of portfolio