Root Financial Partners, LLC Simplify ETF Simplify Volatili Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,767 shares of SVOL stock, worth $48,422. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,767Holding current value
$48,422% of portfolio
0.0%Shares
1 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
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Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
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Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio