Atlas Financial Advisors, Inc. Simplify ETF Simplify Volatili Transaction History
Atlas Financial Advisors, Inc.
- $60.6 Million
- Q3 2024
A detailed history of Atlas Financial Advisors, Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 22,807 shares of SVOL stock, worth $484,192. This represents 0.83% of its overall portfolio holdings.
Number of Shares
22,807
Previous 20,679
10.29%
Holding current value
$484,192
Previous $464,000
7.76%
% of portfolio
0.83%
Previous 0.79%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
89Shares Held
5.6MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.3 Million6.48% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
-
Beacon Capital Management, LLC415KShares$8.8 Million1.38% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.43 Million0.01% of portfolio