Partnership Wealth Management, LLC Simplify ETF Simplify Volatili Transaction History
Partnership Wealth Management, LLC
- $118 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.36MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$15.4 Million0.17% of portfolio
-
Peak Financial Advisors LLC502KShares$9.08 Million5.88% of portfolio
-
Beacon Capital Management, LLC415KShares$7.49 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.06 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.04 Million4.99% of portfolio