Hbw Advisory Services LLC Simplify ETF Simplify Volatili Transaction History
Hbw Advisory Services LLC
- $649 Million
- Q4 2024
A detailed history of Hbw Advisory Services LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Hbw Advisory Services LLC holds 22,217 shares of SVOL stock, worth $461,447. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,217
Previous 29,579
24.89%
Holding current value
$461,447
Previous $649,000
28.97%
% of portfolio
0.07%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$17.7 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.1 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.61 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.96 Million0.52% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID335KShares$6.95 Million4.99% of portfolio