Fsa Wealth Management LLC Simplify ETF Simplify Volatili Transaction History
Fsa Wealth Management LLC
- $279 Million
- Q1 2025
A detailed history of Fsa Wealth Management LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Fsa Wealth Management LLC holds 662 shares of SVOL stock, worth $11,260. This represents 0.0% of its overall portfolio holdings.
Number of Shares
662
Previous 1,500
55.87%
Holding current value
$11,260
Previous $31,000
61.29%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
96Shares Held
7.16MCall Options Held
69.7KPut Options Held
60.6K-
Ae Wealth Management LLC1.38MShares$23.6 Million0.24% of portfolio
-
Beacon Capital Management, LLC1.17MShares$20 Million3.43% of portfolio
-
Parkside Investments, LLC380KShares$6.47 Million1.0% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC347KShares$5.9 Million7.37% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$5.69 Million4.99% of portfolio