Creative Planning Simplify ETF Simplify Volatili Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Creative Planning holds 17,121 shares of SVOL stock, worth $291,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,121
Previous 16,669
2.71%
Holding current value
$291,570
Previous $303,000
3.63%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
7.6MCall Options Held
125KPut Options Held
60.7K-
Ae Wealth Management LLC1.77MShares$30.2 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$20 Million3.43% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.08 Million6.23% of portfolio
-
Parkside Investments, LLC380KShares$6.47 Million1.0% of portfolio
-
Commonwealth Equity Services, LLC325KShares$5.54 Million0.01% of portfolio