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 $494,940. This represents 0.45% of its overall portfolio holdings.
Number of Shares
25,473
Previous 24,059
5.88%
Holding current value
$494,940
Previous $548,000
5.29%
% of portfolio
0.45%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$16.5 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$9.46 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.06 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$6.51 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$6.5 Million4.99% of portfolio