Whipplewood Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 4,516 shares of SVOL stock, worth $82,417. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,516Holding current value
$82,417% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$15.5 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$8.89 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$7.57 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.12 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.1 Million4.99% of portfolio