Rfg Advisory, LLC Simplify ETF Simplify Volatili Transaction History
Rfg Advisory, LLC
- $2.69 Billion
- Q3 2025
A detailed history of Rfg Advisory, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Rfg Advisory, LLC holds 18,223 shares of SVOL stock, worth $318,902. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,223
Previous 21,746
16.2%
Holding current value
$318,902
Previous $399,000
17.79%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
95Shares Held
5.14MCall Options Held
199KPut Options Held
118K-
Ae Wealth Management LLC965KShares$16.9 Million0.13% of portfolio
-
Beacon Capital Management, LLC604KShares$10.6 Million1.82% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT346KShares$6.05 Million1.84% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
-
Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio