Legacy Investment Solutions, LLC Simplify ETF Simplify Volatili Transaction History
Legacy Investment Solutions, LLC
- $120 Million
- Q2 2025
A detailed history of Legacy Investment Solutions, LLC transactions in Simplify ETF Simplify Volatili stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 163,193 shares of SVOL stock, worth $2.78 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
163,193
Previous 334,502
51.21%
Holding current value
$2.78 Million
Previous $6.95 Million
56.84%
% of portfolio
2.5%
Previous 4.99%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
7.6MCall Options Held
125KPut Options Held
60.7K-
Ae Wealth Management LLC1.77MShares$30.2 Million0.28% of portfolio
-
Beacon Capital Management, LLC1.17MShares$20 Million3.43% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC474KShares$8.08 Million6.23% of portfolio
-
Parkside Investments, LLC380KShares$6.47 Million1.0% of portfolio
-
Commonwealth Equity Services, LLC325KShares$5.54 Million0.01% of portfolio