Drive Wealth Management, LLC Simplify ETF Simplify Volatili Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Drive Wealth Management, LLC holds 59,837 shares of SVOL stock, worth $1.27 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
59,837
Previous 48,542
23.27%
Holding current value
$1.27 Million
Previous $1.07 Million
16.81%
% of portfolio
0.32%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
90Shares Held
5.69MCall Options Held
15.7KPut Options Held
163K-
Peak Financial Advisors LLC487KShares$10.4 Million6.48% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.3 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
-
Beacon Capital Management, LLC415KShares$8.82 Million1.38% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.45 Million0.01% of portfolio