Atria Wealth Solutions, Inc. Simplify ETF Simplify Volatili Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,430 shares of SVOL stock, worth $299,847. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,430
Previous 16,030
2.5%
Holding current value
$299,847
Previous $352,000
3.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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