Arq Wealth Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Arq Wealth Advisors, LLC
- $255 Million
- Q4 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 67,899 shares of SVOL stock, worth $1.4 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
67,899
Previous 55,812
21.66%
Holding current value
$1.4 Million
Previous $1.23 Million
15.18%
% of portfolio
0.55%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$17.5 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.55 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.91 Million0.52% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$6.89 Million4.99% of portfolio