Belpointe Asset Management LLC Simplify ETF Simplify Volatili Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 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 10,485 shares of SVOL stock, worth $197,747. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,485
Previous 10,419
0.63%
Holding current value
$197,747
Previous $228,000
4.82%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$16 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$9.18 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$7.82 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.32 Million0.52% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$6.31 Million4.99% of portfolio