Napa Wealth Management Simplify ETF Simplify Volatili Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Napa Wealth Management holds 25,281 shares of SVOL stock, worth $536,715. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,281Holding current value
$536,715% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
90Shares Held
5.67MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.3 Million6.48% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
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Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
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Beacon Capital Management, LLC415KShares$8.8 Million1.38% of portfolio
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Commonwealth Equity Services, LLC350KShares$7.43 Million0.01% of portfolio