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 $1,933. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$1,933
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.34MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$18.3 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.5 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.91 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$7.2 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$7.19 Million4.99% of portfolio