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 $2.86 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
163,193
Previous 334,502
51.21%
Holding current value
$2.86 Million
Previous $6.95 Million
56.84%
% of portfolio
2.5%
Previous 4.99%
Shares
3 transactions
Others Institutions Holding SVOL
# of Institutions
96Shares Held
5.23MCall Options Held
199KPut Options Held
118K-
Ae Wealth Management LLC965KShares$16.9 Million0.13% of portfolio
-
Beacon Capital Management, LLC604KShares$10.6 Million1.82% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT346KShares$6.05 Million1.84% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC315KShares$5.51 Million3.08% of portfolio
-
Visionary Wealth Advisors O'fallon, IL201KShares$3.53 Million0.18% of portfolio