Whipplewood Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 5,200 shares of SVOL stock, worth $91,000. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,200
Previous 4,961
4.82%
Holding current value
$91,000
Previous $91.2 Million
2.59%
% of portfolio
0.06%
Previous 0.05%
Shares
4 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