Partnership Wealth Management, LLC Simplify ETF Simplify Volatili Call Options Transaction History

Partnership Wealth Management, LLC

$120 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SVOL

# of Institutions

85

Shares Held

5.13M

Call Options Held

15.7K

Put Options Held

163K

Peak Financial Advisors LLC

487K
Shares

$10.3 Million
6.48% of portfolio
Legacy Wealth Managment, Llc/Id Boise, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

483K
Shares

$10.3 Million
7.47% of portfolio
Commonwealth Equity Services, LLC

350K
Shares

$7.44 Million
0.01% of portfolio
Cumberland Partners LTD Toronto, A6

323K
Shares

$6.86 Million
0.53% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
Sector ETFs
Industry ETFs

More about SVOL

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