Org Wealth Partners, LLC Simplify ETF Simplify Volatili Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,132 shares of SVOL stock, worth $23,907. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,132
Previous 1,132
-0.0%
Holding current value
$23,907
Previous $24.9 Million
99.91%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$18 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.3 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.76 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$7.08 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$7.06 Million4.99% of portfolio