Beacon Capital Management, LLC Simplify ETF Simplify Volatili Transaction History
Beacon Capital Management, LLC
- $609 Million
- Q1 2025
A detailed history of Beacon Capital Management, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Beacon Capital Management, LLC holds 873,164 shares of SVOL stock, worth $14.5 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
873,164
Previous 414,645
110.58%
Holding current value
$14.5 Million
Previous $8.62 Million
84.15%
% of portfolio
2.6%
Previous 1.38%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
104Shares Held
7.48MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$14.1 Million0.17% of portfolio
-
Peak Financial Advisors LLC502KShares$8.32 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$6.35 Million1.05% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC347KShares$5.75 Million7.37% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$5.55 Million0.52% of portfolio