Lee Financial Group Hawaii, Inc. Simplify ETF Simplify Volatili Transaction History
Lee Financial Group Hawaii, Inc.
- $128 Million
- Q1 2024
A detailed history of Lee Financial Group Hawaii, Inc. transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Lee Financial Group Hawaii, Inc. holds 25,473 shares of SVOL stock, worth $556,075. This represents 0.45% of its overall portfolio holdings.
Number of Shares
25,473
Previous 24,059
5.88%
Holding current value
$556,075
Previous $548,000
5.29%
% of portfolio
0.45%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
83Shares Held
5.04MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.5 Million7.47% of portfolio
-
Legacy Investment Solutions, LLC Meridian, ID483KShares$10.5 Million7.47% of portfolio
-
Peak Financial Advisors LLC480KShares$10.5 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.64 Million0.01% of portfolio
-
Cumberland Partners LTD Toronto, A6323KShares$7.05 Million0.53% of portfolio