Bison Wealth, LLC Simplify ETF Simplify Volatili Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Bison Wealth, LLC holds 62,571 shares of SVOL stock, worth $1.36 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
62,571
Previous 47,402
32.0%
Holding current value
$1.36 Million
Previous $1.06 Million
29.14%
% of portfolio
0.25%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
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
-
Peak Financial Advisors LLC480KShares$10.4 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.58 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$6.99 Million0.53% of portfolio