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 $46,762. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,767Holding current value
$46,762% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
101Shares Held
6.57MCall Options Held
108KPut Options Held
87.3K-
Beacon Capital Management, LLC1.17MShares$19.8 Million3.43% of portfolio
-
Ae Wealth Management LLC965KShares$16.3 Million0.13% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.01 Million6.23% of portfolio
-
Parkside Investments, LLC380KShares$6.42 Million1.0% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT237KShares$4 Million1.35% of portfolio