Captrust Financial Advisors Simplify ETF Simplify Volatili Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Captrust Financial Advisors holds 73,387 shares of SVOL stock, worth $1.34 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
73,387
Previous 84,595
13.25%
Holding current value
$1.34 Million
Previous $1.86 Million
17.88%
% of portfolio
0.0%
Previous 0.01%
Shares
7 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