Diversify Advisory Services, LLC Simplify ETF Simplify Volatili Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 109,305 shares of SVOL stock, worth $1.81 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
109,305
Previous 99,661
9.68%
Holding current value
$1.81 Million
Previous $2.02 Billion
10.53%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SVOL
# of Institutions
103Shares Held
7.97MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC1.38MShares$22.9 Million0.24% of portfolio
-
Beacon Capital Management, LLC873KShares$14.5 Million2.6% of portfolio
-
Peak Financial Advisors LLC502KShares$8.32 Million5.88% of portfolio
-
Parkside Investments, LLC383KShares$6.35 Million1.05% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC347KShares$5.75 Million7.37% of portfolio