Belpointe Asset Management LLC Simplify ETF Simplify Volatili Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Belpointe Asset Management LLC holds 10,419 shares of SVOL stock, worth $226,092. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,419
Previous 927
1023.95%
Holding current value
$226,092
Previous $20,000
1040.0%
% of portfolio
0.02%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SVOL
# of Institutions
88Shares Held
5.23MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.6 Million6.48% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.5 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.5 Million7.47% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.6 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$7.01 Million0.53% of portfolio