Wr Wealth Planners, LLC Simplify ETF Simplify Volatili Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 90 shares of SVOL stock, worth $1,575. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$1,575
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
94Shares 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