Legacy Investment Solutions, LLC Simplify ETF Simplify Volatili Transaction History
Legacy Investment Solutions, LLC
- $142 Million
- Q3 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 483,144 shares of SVOL stock, worth $10.6 Million. This represents 7.47% of its overall portfolio holdings.
Number of Shares
483,144Holding current value
$10.6 Million% of portfolio
7.47%Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
81Shares Held
4.22MCall Options Held
15.7KPut Options Held
163K-
Legacy Wealth Managment, Llc/Id Boise, ID483KShares$10.6 Million7.47% of portfolio
-
Peak Financial Advisors LLC480KShares$10.5 Million6.63% of portfolio
-
Commonwealth Equity Services, LLC350KShares$7.68 Million0.01% of portfolio
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Cumberland Partners LTD Toronto, A6323KShares$7.08 Million0.53% of portfolio
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Parkside Investments, LLC305KShares$6.69 Million1.03% of portfolio