Legacy Investment Solutions, LLC Simplify ETF Simplify Volatili Transaction History
Legacy Investment Solutions, LLC
- $139 Million
- Q4 2024
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 334,502 shares of SVOL stock, worth $7.21 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
334,502
Previous 483,144
30.77%
Holding current value
$7.21 Million
Previous $10.6 Million
34.45%
% of portfolio
4.99%
Previous 7.47%
Shares
2 transactions
Others Institutions Holding SVOL
# of Institutions
99Shares Held
6.35MCall Options Held
11.5KPut Options Held
105K-
Ae Wealth Management LLC850KShares$18.3 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.5 Million6.48% of portfolio
-
Beacon Capital Management, LLC415KShares$8.94 Million1.38% of portfolio
-
Cumberland Partners LTD Toronto, A6335KShares$7.22 Million0.52% of portfolio
-
Legacy Wealth Managment, Llc/Id Boise, ID335KShares$7.21 Million4.99% of portfolio